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   What features are available with ScotiaMcLeod?

   • This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor. Here's a look at some of the key features that are currently available: View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs.

   ScotiaMcLeod® Online - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/resource-centre/scotiamcleod-online-account.html

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   Why should I use ScotiaMcLeod online?

   • Additional online tools allow you to generate custom charts or screen stocks and mutual funds. Your ScotiaMcLeod Trade Confirmations, Monthly Statements and Annual Trading Summaries can all be accessed securely and conveniently. Simplify your record keeping and enjoy these benefits:

   ScotiaMcLeod® Online - Scotia Wealth Management

   www.scotiawealthmanagement.com/ca/en/resource-centre/scotiamcleod-online-account.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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   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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2. www.scotiawealthmanagement.com › scotiamcleodScotiaMcLeod® - Scotia Wealth Management

   www.scotiawealthmanagement.com › scotiamcleod

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   You'll also have access to Scotia online, available on desktop, mobile, tablet, and through the Scotia Wealth Management mobile app. Learn more about the features and benefits.

   • 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

     With all of the educational resources available, you can...

   • Business owners

     Borrowing to invest strategies. Most business owners are...

   • Professionals and executives

     Scotia Wealth Management serves the needs of Professionals &...

   • Women

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

   • Institutional investors

     Custody services . With our custodial services, we assist...

3. www.scotiawealthmanagement.com › ca › enScotiaMcLeod® Online - Scotia Wealth Management

   www.scotiawealthmanagement.com › ca › en

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   Here's a look at some of the key features that are currently available: Account summaries and details. Account statements. Account history. Annual trading summary. Research. Paperless record keeping. Security.

4. www.scotiawealthmanagement.com › ca › enScotia Wealth Management Mobile App - Scotia Wealth Management

   www.scotiawealthmanagement.com › ca › en

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   A modernized Scotia online for your wealth accounts is coming soon – for desktop, tablet, and mobile browsers. With the updated web experience, you’ll be able to: Access balances, holdings, and transactions for all. your Scotia Wealth Management. and Scotia iTRADE accounts. View or download account.

5. www.scotiabank.com › ca › enScotiaMcLeod | Scotiabank

   www.scotiabank.com › ca › en

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   Our tried and tested approach helps you feel comfortable about your investments. Count on your advisor to: Invest your assets for long-term growth while managing risk. Review your portfolio regularly and make the necessary adjustments so your investments stay on course and in line with your goals.

6. help.scotiabank.com › article › how-do-i-open-anHow do I open an account with ScotiaMcLeod? - Scotiabank Help ...

   help.scotiabank.com › article › how-do-i-open-an

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   Before opening an account, a ScotiaMcLeod advisor will meet with you to understand your needs and goals and assess your financial situation. As part of the advisory process the advisor will then develop personalized recommendations and present documented solutions prior to implementing your strategy. You can find a ScotiaMcLeod advisor in your ...

7. gtb.scotiabank.com › ca › enScotiaMcLeod

   gtb.scotiabank.com › ca › en

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   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.

8. enrichedthinking.scotiawealthmanagement.com › 2021ScotiaMcLeod 100 years - Scotia Wealth Management

   enrichedthinking.scotiawealthmanagement.com › 2021

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   Apr 28, 2021 · In 2021, ScotiaMcLeod ® proudly celebrates its 100 th anniversary. Originally founded in 1921, McLeod Young Weir was built by four young entrepreneurs who established a culture of trust, teamwork, financial expertise and innovation.