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No matter which investment management approach you choose, your Wealth Advisor will work with you to map out a personalized investment strategy based on a thorough assessment of your individual and family wealth needs.
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Your ScotiaMcLeod Trade Confirmations, Monthly Statements and Annual Trading Summaries can all be accessed securely and conveniently. Simplify your record keeping and enjoy these benefits: View, save or print for complete convenience; All documents available in PDF – readily available and free software; Archival for a 7-year period
Profile. David J Lougheed. Member Of. Barrie. Phone. 705.725.4728. Toll-Free. +1 800.265.3161. Address. 44 Collier Street, 2nd Floor. Barrie, Ontario, L4M 1G6, Canada. Languages. English. About. “A good planner is not a defender of an outdated map, but a guide in an everchanging landscape.” – Carl Richards.
Call us with your questions, concerns and account inquiries. After service hours, please feel free to contact us through our Automated Scotia iTRADE Teletrader TM Client Service.
You may choose to call our toll-free number, send us a fax, or visit us in person. We take great pride in providing expedient replies to all inquiries, and we strive to ensure our clients are receiving the highest level of customer service available; it is our commitment to you.
Get assistance with online and mobile banking, contact numbers and more. A simple conversation about where you are and where you want to be can lead to a better plan for your family, business, future.
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To join our team of highly specialized wealth management professionals, contact us at sales.management@scotiawealth.com.