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Wealth management firm
- From our roots in 1921 as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service wealth management firm with a team of experienced investment management professionals and a bold, distinctive culture of professionalism and integrity.
www.scotiawealthmanagement.com/ca/en/services/investment-management/scotiamcleod.html
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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.
- About us
Scotia Wealth Management takes an innovative, team-based...
- Connect with us
A simple conversation about where you are and where you want...
- Individuals and families
Scotia Wealth Management serves the needs of Individuals and...
- Business owners
Borrowing to invest strategies. Most business owners are...
- Professionals and executives
Scotia Wealth Management serves the needs of Professionals &...
- Women
Scotia Wealth Management serves the needs of Women through a...
- Institutional investors
Custody services . With our custodial services, we assist...
- About us
- A Distinguished History
- Our Culture: Standing Out, Working Together
- Driven to Support Our Communities
- The Next Century
Our founders: Leaders to the core
In February 1921, four young entrepreneurs – Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe – started a partnership called McLeod Young Weir Limited with nothing more than $40,000 in capital and a bold vision. Donald Ivan (D.I.) McLeod,an avid painter and supporter of the Arts, was born in Owen Sound, Ontario, in 1886. He was a sketch partner to many of Canada’s most significant artists: A.Y. Jackson, Fred S. Haines, J.W. Beatty, Manly MacDonald, Robert Pi...
Bold vision, strong principles: The early success of McLeod Young Weir
While three large investment houses dominated the industry a century ago, the “Holy Trinity” of McLeod Young Weir prospered and grew into one of Canada’s largest brokerage firms. Our founding partners took a distinctively ethical approach to investing long before today’s regulatory scrutiny existed. This principled culture has served us well and has helped build and maintain our clients’ trust. Our heritage gave rise to decades of rapid growth – the firm grew to 1,600 employees in 43 offices...
Growth and acquisition
By the 1970s, McLeod Young Weir had diversified to offer a full range of investment services. These included bond, stock, and money market trading, corporate and government financing, M&As, commodities and futures, personal investment services, and advice on mutual funds and other specialty products. The firm was noted for its involvement in the bond market. Several bond indices still quoted today originated at McLeod, and McLeod Young Weir Bond Averages, a yardstick of bond yields that they...
The “Loud McLeod” tartan
Before 1997, when live trading still took place at the Toronto Stock Exchange, McLeod traders wore our trademark bold yellow McLeod tartan jacketsto recognize each other easily, trade efficiently and stand out from the crowd. This idea was born because, at the time, Trevor Dixon (McLeod Young Weir 1970–1989) wanted to give his traders more visibility. When his Scottish wife was flipping through fabrics to make their son a tartan jacket, she showed Trevor the McLeod tartan, and he had a brains...
ScotiaMcLeod Charitable Foundation
We are incredibly proud of our ScotiaMcLeod Charitable Foundation(SMCF) and the support it provides to ScotiaMcLeod staff. Established in 1987 to celebrate McLeod Young Weir joining Scotiabank, it promotes philanthropy and recognizes ongoing community involvement and volunteerism. For 34 years, the Foundation has contributed to registered charities across Canada, specifically in the areas of health and social services.
Share the Wealth advisor-led program
In 2015, we launched Share the Wealth—a formal, advisor-led program that encourages and celebrates employee involvement and community engagement. Funded by our teams’ philanthropic efforts, it implements the values of wealth distribution, active community participation and charitable involvement with organizations and programs that align with our goals and values.
Contributions to the Arts in Canada
Today, the artistic spirit of D.I. McLeod lives on through our significant support of such notable events as the Scotiabank Photography Award, the Scotiabank Giller Prize, and Scotiabank Group’s Fine Art Collection, which invests in Canadian artists.
Thank you to each and every one of our employees and clients through the years who have helped us to achieve this monumental milestone. We could not be more proud of who we are and what we have become. How will we evolve by 2121? One thing is certain: the founding principles of McLeod Young and Weir will live on and continue to guide our firm. 1 Th...
Scotia Wealth Management takes an innovative, team-based approach to wealth management that addresses the entirety of your life. Discover what we offer.
From our roots as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service brokerage firm, offering a team of experienced investment professionals. Together we are dedicated to client service excellence – by offering informed investment advice and creative solutions.
In 2021, ScotiaMcLeod proudly celebrates its 100th anniversary. In 1921, McLeod Young Weir was founded by four young entrepreneurs who established an environment of trust, teamwork, financial expertise and innovation with just $40,000 in capital.
Depuis ses débuts en 1921 comme source de services-conseils en placement digne de confiance, ScotiaMcLeod est devenue une société de gestion de patrimoine de plein exercice, qui met à votre service une équipe d’experts chevronnés en gestion de placements et une culture audacieuse, distincte, professionnelle et intègre.
Bright yellow and often referred to as the ‘loud McLeod’, the ScotiaMcLeod tartan represents what we value as a team: respect, integrity, honesty and loyalty. As part of Scotia Wealth Management, the people of ScotiaMcLeod are committed to a common goal—exceptional client service.