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Before opening an account, a ScotiaMcLeod advisor will meet with you to understand your needs and goals and assess your financial situation. As part of the advisory process the advisor will then develop personalized recommendations and present documented solutions prior to implementing your strategy. You can find a ScotiaMcLeod advisor in your ...
At ScotiaMcLeod, we take a long-term, holistic view to investment management while managing risk. Dedicated to helping you reach your short-, medium- and long-term financial goals, we keep your needs at the centre of everything we do.
Account summaries and details. View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs. You can even see the prices of your equity holdings updated in real time throughout the business day.
You'll have a dedicated financial advisor who takes the time to understand your full financial picture: trusts, estate, investments, borrowing and banking. They'll assemble an appropriate team of professionals, each with a different area of financial expertise.
Account application. You must be a resident of Canada to open an account with ScotiaMcLeod Direct Investing. 1. Complete the account application on the following pages and attach a legible photocopy (both sides including expiration date) of one piece of identification for each Applicant and Trading Authority.
ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.
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This application may be used for simultaneous opening of a Regular Individual and a Registered Plan account. (Where the Regular account does not have a co-applicant) The owner (annuitant) for these plan types must complete the Scotia Self-Directed Registered Plan Application.
