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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.

    • About us

      Scotiabank is a leading bank in the Americas. Guided by our...

    • Connect with us

      A simple conversation about where you are and where you want...

    • Individuals and families

      Estate planning, administration, and trust management....

  2. Since 1921, we’ve been a trusted source of investment advice. As one of the cornerstones of Scotia Wealth Management, ScotiaMcLeod is committed to delivering personalized advice through a disciplined investment approach and a culture of professionalism and integrity.

  3. Your ScotiaMcLeod Wealth Advisor will work carefully with you to determine which types of investments meet your needs, your ambitions and your risk tolerance, from fixed income and equities, to mutual funds and ETFs. ScotiaMcLeod also offers a strong level of expertise in Gold and Precious Metals.

  4. Wealth management services. Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth.

  5. Prepare monthly, quarterly and annual reports, presentation decks and ad hoc reports for senior management. Support the development of required tools to improve the efficiency and user experience of business reports including existing Excel, Power Point and Power BI templates, dashboards, and decks.

    • Toronto, M5H3Y2
    • M5H3Y2, ON
  6. 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.

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  8. Since 1921, we’ve been a trusted source of investment advice. As one of the cornerstones of Scotia Wealth Management, ScotiaMcLeod is committed to delivering personalized advice through a disciplined investment approach and a culture of professionalism and integrity.

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