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   Who are ScotiaMcLeod Wealth Advisors?

   • ScotiaMcLeod Wealth Advisors are committed to understanding you and your financial vision and delivering personalized advice for all of your wealth needs through a disciplined approach to investment management.

   ScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/services/investment-management/scotiamcleod.html

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   What is ScotiaMcLeod investment portfolios?

   • ScotiaMcLeod Investment Portfolios – Asset management is performed on a discretionary basis by 1832 Asset Management L.Pand Jarislowsky, Fraser Limited, affiliates of Scotiabank. You benefit from experienced investment management with deeply rooted and rigorous risk management and compliance infrastructure.

   ScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/services/investment-management/scotiamcleod.html

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   Does ScotiaMcLeod offer online access to my portfolio?

   • 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.

   ScotiaMcLeod® Online - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/resource-centre/scotiamcleod-online-account.html

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   How much money can I get with Scotia itrade®?

   • Get up to $3,500 cash and $4.99 stock and ETF commission pricing by opening and funding a new account or funding an existing account*. Our powerful online trading platform is easy to use, plus you’ll gain access to in depth analysis, research, tips, and much more. How to open a Scotia iTRADE® account?

   Self-directed and direct investing | Scotiabank Canada

   www.scotiabank.com/ca/en/personal/investing/direct-investing.html

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   Who is ScotiaMcLeod?

   • 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.

   ScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/services/investment-management/scotiamcleod.html

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   What are the benefits of a ScotiaMcLeod group plan?

   • As one of the many benefits of a ScotiaMcLeod Group Plan, each plan member has a Dedicated Advisor and support team assigned to their account. For plan members, simply refer to your monthly statement for the information relating to your Dedicated Wealth Advisor and team.

   Contact us · Group Plans · Scotia Wealth Management

   groupplans.scotiawealthmanagement.com/contact-us/

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2. www.scotiawealthmanagement.com › scotiamcleodScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com › scotiamcleod

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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.

3. www.scotiabank.com › direct-investingSelf-directed and direct investing | Scotiabank Canada

   www.scotiabank.com › direct-investing

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   Contact us. Trade and direct invest online. Our powerful online trading platform is easy to use, plus you’ll gain access to in depth analysis, research, tips, and much more. Learn more. 1 of 2. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes.

4. www.scotiawealthmanagement.com › ca › enScotiaMcLeod® Online - Scotia Wealth Management

   www.scotiawealthmanagement.com › ca › en

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   Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar. You can also obtain real-time stock quotes, company news, earnings announcements and analyst ratings.

5. scotiaplaza.scotiawealthmanagement.com › contact-usContact us · Plaza · Scotia Wealth Management

   scotiaplaza.scotiawealthmanagement.com › contact-us

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   40 King Street West, 49th Floor. Toronto, Ontario. M5H 1H1, Canada. +1 800.399.8520. 416.862.3110. 416.863.7663. Languages spoken at this location: English. Our team is available to assist you with any inquiries that you may have. Our goal is to provide you with an unparalleled level of service.

6. www.scotiawealthmanagement.com › ca › enConnect with us - Scotia Wealth Management

   www.scotiawealthmanagement.com › ca › en

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   Are you a Scotiabank customer? Get assistance with online and mobile banking, contact numbers and more.

7. groupplans.scotiawealthmanagement.com › contact-usContact us · Group Plans · Scotia Wealth Management

   groupplans.scotiawealthmanagement.com › contact-us

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   Each group plan sponsor also has a Lead Plan Advisor as their primary point of contact. See the Regional Advisors link on your group plan site or alternately you can find your local Advisor's contact information by clicking Scotia Wealth's Advisor Locator tool.

8. www.scotiabank.com › images › enTransfer Authorization for *CA56* Non-Registered Investments

   www.scotiabank.com › images › en

   Dealer Account Number (ScotiaMcLeod and SMDI) Scotia Capital Inc. ScotiaMcLeod 40 King St. West, Transit 81398 P.O. Box 4085, Station A, Scotia Plaza Toronto, ON M5W 2X6 ScotiaMcLeod Direct Investing Transit 13938 P.O. Box 603 Toronto, ON M1K 5C5 Dealer Code: 9155 CLEAR STREAM #: 52065 FINS #: T085 DTC #: 5011 CUID #: SCOT CUID #: SCOM Money Market