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Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. 1002 Sherbrooke Street West, Suite 600. Montreal, Quebec. H3A 3L6, Canada. 514.287.3600.
This alliance has been running for our clients since March 1, 2003. Many of our largest Group Plan clients offer both ScotiaMcLeod and Manulife accounts to plan members. As one of Canada’s premier insurance companies, Manulife is a well recognized name in the Canadian marketplace. The specific Manulife products include group RRSPs*, defined ...
403.298.4000. Total Wealth Planning. 225 6th Avenue Southwest, Suite 1700. 403.298.4000. Our team is available to assist you with any inquiries that you may have. Our goal is to provide you with an unparalleled level of service. Finding the solutions to your needs is our foremost focus. On this page, you will find the general contact ...
Phone (416) 123-1234 Website Branch www.scotiawealthmanagement.com. Investment Account Statement ScotiaMcLeod®, a division of Scotia Capital Inc. Account Number: XXX-XXXXX. PROOF - 1 SWSTM10001_2839478_001 E D. 00001 Account Type: Regular Account For the Period: December 1 to 29, 201X.
Basic Plus Bank Account. $11.95/month – No monthly account fee by maintaining a minimum daily closing balance of $3,000 for the entire month. No Charge. $2.25/month. $2.50/month. Preferred Package. $16.95/month – No monthly account fee by maintaining a minimum daily closing balance of $4,000 for the entire month. No Charge.
Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ae 1 of 25 Acco unt N mber: XXX-XXXXX
Since joining ScotiaMcLeod in 2009 Tony has completed the Chartered Investment Manager and Canadian Institute of Chartered Accountants 2 year Advanced Tax Course designations. Tony specializes in risk management, portfolio construction, product research and comprehensive estate planning solutions for the Atlantic Investment Management group.
