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At ScotiaMcLeod we are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service. This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor.
The Managed Portfolio Program – A customized investment portfolio managed on a discretionary basis by an Advisor with specific portfolio management credentials. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives.
The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.
Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios
See your portfolio online and transfer funds to your account. Scotia OnLine allows you to easily view and contribute to ScotiaMcLeod accounts. Online account access is integrated across platform, so you can see both your ScotiaMcLeod and Scotiabank accounts together in one spot.
ScotiaMcLeod Investment Portfolios – Assets are managed on a discretionary basis by 1832 Asset Management L.P., an affiliate of Scotiabank. With 1832 Asset Management L.P., you get experienced investment management with deeply rooted and rigorous risk management and compliance infrastructure.
The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.
