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  1. Dec 12, 2019 · If you buy investments such as stocks and exchange-traded funds, you will usually pay a trading fee every time you purchase. For this reason, it is better to limit the frequency of your purchases. Brokerages and investment firms set their fees, so the amount will depend on the company you use.

  2. 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.

  3. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives. A single wealth management fee covers investment management, monitoring, custody and trading costs.

  4. You will receive account statements from ScotiaMcLeod® on a regular basis. As illustrated, these will provide you with the details of your transactions over the reporting period and will summarize your investment holdings.

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  5. 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.

  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. Scotia Selected Portfolios can help. These convenient all-in-one mutual fund solutions offer you a diversified mix of ScotiaFunds and Dynamic Funds that take the guesswork out of investing.

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