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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.
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.
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.
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.
Reading your investment account statements 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. Your Regular Account 1 Asset Class Summary: Summarizes
Dec 12, 2019 · Investment funds, including mutual funds and segregated funds, charge a fee for managing the fund. The fees are the Management Expense Ratio (MER) and may include an ongoing commission paid to advisors who sell the fund to their clients. The MER is paid regardless of whether the fund makes money.
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related to: What is ScotiaMcLeod investment portfolios?Actionable Investing Ideas and Trends You Can Use to Help Clients Pursue Their Goals. Sign up for a Consultation to Answer Specific Questions About Portfolio Diversification.
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