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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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   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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   What is the ScotiaMcLeod charitable foundation?

   • ScotiaMcLeod Charitable Foundation (SMCF). Established in 1987 to celebrate McLeod Young Weir joining Scotiabank, our Foundation proudly promotes philanthropy and recognizes ongoing community involvement and volunteerism. Each year, the ScotiaMcLeod Charitable Foundation contributes to registered charities across Canada.

   ScotiaMcLeod® - Scotia Wealth Management

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

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   Is Scotiabank a registered trademark?

   • Scotiabank is a member of Canada Deposit Insurance Corporation (CDIC) Scotia Wealth Management® is a registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence.

   Wealth Management Canada - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en.html

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   What is a ScotiaMcLeod tartan?

   • The ScotiaMcLeod Tartan started as a clever way for McLeod Young Weir traders to stand out on the trading floor and has evolved into a symbol of ScotiaMcLeod culture, pride and Scottish roots. The bright yellow “loud McLeod” tartan represents our values: respect, integrity, honesty and loyalty.

   ScotiaMcLeod® - Scotia Wealth Management

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

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

   www.scotiawealthmanagement.com › scotiamcleod

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   Wealth management solutions made just for you and your family, business, and future. 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

     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

     Scotia Wealth Management serves the needs of Individuals and...

   • Women

     Scotia Wealth Management serves the needs of Women through a...

   • Wealth Management Canada

     Scotia Wealth Management offers an innovative team-based...

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

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   Our address. 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.

4. findus.scotiawealthmanagement.comFind us · Scotia Wealth Management

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   Find a Contact. Enter a name and/or select a location to find the professional/office you’re looking for. Are you new to Scotia Wealth Management? Connect with us. Enriched Thinking® for your family, business and future.

5. findus.scotiawealthmanagement.com › 249_735Jim Lipsett · ScotiaMcLeod · Scotia Wealth Management ...

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   Address. 40 King Street West, 49th Floor Scotia Plaza. Toronto, Ontario, M5H 1H1, Canada. Languages. English. About. Jim has over 35 years’ experience in the wealth management industry. Over the decades he has worked with multiple generations of his clients to build, preserve, and transition their wealth.

6. findus.scotiawealthmanagement.com › 577_22Michael Fardoe · ScotiaMcLeod · Scotia Wealth Management ...

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   416.350.1121. Address. 40 King Street West, 15th Floor. Toronto, Ontario, M5H 3Y2, Canada. Languages. English. About. ScotiaMcLeod®, a division of Scotia Capital Inc. Since 1921, we’ve been a trusted source of investment advice.

7. northtoronto.scotiawealthmanagement.comScotiaMcLeod 100 years · North Toronto · Scotia Wealth Management

   northtoronto.scotiawealthmanagement.com

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   Renamed ScotiaMcLeod in 1988, we launched our self-directed, full-service RRSP (in 1991) and have grown to become one of Canada’s premier wealth management providers. ScotiaMcLeod is one of the investment arms of Scotiabank, a division of Scotia Capital Inc., one of Canada’s largest financial institutions.

8. www.scotiawealthmanagement.com › ca › enWealth Management Canada - Scotia Wealth Management

   www.scotiawealthmanagement.com › ca › en

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   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.