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The Managed Portfolio Program – A customized investment portfolio managed on a discretionary basis by an Advisor with specific portfolio management credentials. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives.
- 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
The positive impact insurance can have on a portfolio...
- Women
The positive impact insurance can have on a portfolio...
- ScotiaMcLeod® Online
At ScotiaMcLeod we are pleased to provide you with the...
- About us
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.
The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.
ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.
- See Your Portfolio Online and Transfer Funds to Your Account
- Find It on Scotia Online
- Getting Started
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. We’ll be pleased to help you get started or give you more information. Sign up to ScotiaOnLine
Your investment accounts: review cash balances and security positionsAccount transaction historyAccount statementsEquity quotes from Canadian and US marketsSimply contact your advisor to get set up for Scotia OnLine. Already signed up? Click here to login. Once signed up, you can set your accounts to be paperless under Document Preferences. If you also wish to trade online, consider an i:Partner account. Technical support for the above can be reached at +1 800.830.3838.
Dec 12, 2019 · Most fees and costs relating to investments fall into five categories: costs to buy an investment; costs when you sell an investment; investment management fees; financial advisor fees; administration fees for registered plans. Not all types of costs apply to all investments.
The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.
