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  1. Learn more about how a ScotiaMcLeod Wealth Advisor can help you develop an investment management strategy designed to manage risk, meet your financial goals, enhance what you’ve accumulated and transfer your assets to future generations.

  2. Service Canada offers an automated telephone service that provides general information about Canada Pension Plan (CPP) benefits, including how to apply. It is available 24 hours a day, 7 days a week. To get more information or make changes to your account, you may speak with a CPP representative during business hours.

  3. Dec 6, 2023 · You can reach the CPP by calling their toll-free number at 1-800-277-9914. This phone number is available Monday to Friday, from 8 a.m. to 5 p.m. Eastern Time.

  4. 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.

  5. This form can be used for RSP to RSP transfers (except for transfers due to death and transfers due to marital The Bank of Nova Scotia break-up), RSP to RIF transfers and RIF to RIF transfers and TFSA to TFSA transfers.

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  6. 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.

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  8. Scotia Wealth Management offers two distinct yet equally disciplined investment management approaches and a broad array of family wealth planning strategies to help optimize your assets and manage risk as well as life’s inevitable changes: ScotiaMcLeod®. Personalized wealth management.

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