Scotiamcleod investing

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. They have the knowledge and flexibility to offer highly customized family wealth management services and will develop, execute and monitor a portfolio created exclusively for you, designed to effectively manage risk and help you achieve your wealth goals.

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. We start by understanding you and your needs, financial goals, concerns, risk tolerance, tax situation, time horizon, liquidity, return objectives, and preferred level of participation.

Do you prefer to be actively involved in investment management decisions, or do you prefer to set the overall course with your Wealth Advisor and delegate the day-to-day investment decisions and administration? No matter which investment management approach you choose, your Wealth Advisor will work with you to map out a personalized investment strategy based on a thorough assessment of your individual and family wealth needs. Our Wealth Advisors have access to the tools and resources to recommend the best investment approach to fit your needs.

Depending on your life stage and financial goals, we can discuss the merits of a wide variety of investment accounts and options. Together, you will determine the best approach and services to achieve your objectives and manage your portfolio in the context of your long-term wealth plan and goals.

Once implemented, we will continually monitor the progress of your portfolio and adapt it as your life and goals evolve. Choose your preferred level of portfolio participation Active involvement with personalized, professional advice Participate in the investment management decisions that shape your portfolio while receiving research, insights and ongoing advice from your Wealth Advisor. Fees for wealth management services are charged differently depending on the platform.

Account options include: Partnership Plus — A non-discretionary fee-based program geared towards clients who value the services of an Advisor but want to remain involved in the day-to-day investment management decision-making process. This program is best suited for clients who rely predominantly on their Advisor for advice.

A quarterly fee covers consultation and advice, a limited number of trades commensurate with account size, and annual registered plan administrative costs. This program combines the features of a full-service and online brokerage account into one fee-based account that offers the flexibility of a full suite of online investment services. Each money manager is selected and monitored by Northern Trust Global Asset Management, a leading investment management consultant.

Fees are charged based upon the amount and type of assets managed in the account. Moderate involvement portfolio programs Your Wealth Advisor can help you select from a broad range of investment management solutions offered by proprietary and third-party money managers to build and manage a portfolio to fit your unique individual or family needs. These include: The Summit Program — Asset management is performed on a discretionary basis, featuring highly skilled external money managers managing a wide variety of investment mandates.

Each money manager is selected and monitored by Northern Trust Asset Management, a leading investment management consultant. A single wealth management fee covers investment management, ongoing due diligence and monitoring of the money managers and the investment mandates, custody, trading costs and detailed reporting. Pand Jarislowsky, Fraser Limited, affiliates of Scotiabank.

You benefit from experienced investment management with deeply rooted and rigorous risk management and compliance infrastructure. Here's a look at some of the key features that are currently available: Account summaries and details 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. Account statements Current and past account statements are available in PDF format. Statements are provided monthly or quarterly, depending on your account activity, and archives are stored for up to seven years. Account history The Account History feature will allow you to view transactions for up to 30 months with advanced filtering and sorting options, and also export your data to other programs, such as Excel.

Annual trading summary Obtain an annual summary of all your trading activity in non-registered accounts to help simplify your tax preparation. Research Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar.

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Do you prefer to be actively involved in investment management decisions, or do you prefer to set the overall course with your Wealth Advisor and delegate the day-to-day investment decisions and administration? No matter which investment management approach you choose, your Wealth Advisor will work with you to map out a personalized investment strategy based on a thorough assessment of your individual and family wealth needs.

Our Wealth Advisors have access to the tools and resources to recommend the best investment approach to fit your needs. Depending on your life stage and financial goals, we can discuss the merits of a wide variety of investment accounts and options. Together, you will determine the best approach and services to achieve your objectives and manage your portfolio in the context of your long-term wealth plan and goals.

Once implemented, we will continually monitor the progress of your portfolio and adapt it as your life and goals evolve. Choose your preferred level of portfolio participation Active involvement with personalized, professional advice Participate in the investment management decisions that shape your portfolio while receiving research, insights and ongoing advice from your Wealth Advisor.

Fees for wealth management services are charged differently depending on the platform. Account options include: Partnership Plus — A non-discretionary fee-based program geared towards clients who value the services of an Advisor but want to remain involved in the day-to-day investment management decision-making process. This program is best suited for clients who rely predominantly on their Advisor for advice.

A quarterly fee covers consultation and advice, a limited number of trades commensurate with account size, and annual registered plan administrative costs. This program combines the features of a full-service and online brokerage account into one fee-based account that offers the flexibility of a full suite of online investment services.

Each money manager is selected and monitored by Northern Trust Global Asset Management, a leading investment management consultant. Fees are charged based upon the amount and type of assets managed in the account. Moderate involvement portfolio programs Your Wealth Advisor can help you select from a broad range of investment management solutions offered by proprietary and third-party money managers to build and manage a portfolio to fit your unique individual or family needs.

These include: The Summit Program — Asset management is performed on a discretionary basis, featuring highly skilled external money managers managing a wide variety of investment mandates. Each money manager is selected and monitored by Northern Trust Asset Management, a leading investment management consultant. A single wealth management fee covers investment management, ongoing due diligence and monitoring of the money managers and the investment mandates, custody, trading costs and detailed reporting.

Pand Jarislowsky, Fraser Limited, affiliates of Scotiabank. You benefit from experienced investment management with deeply rooted and rigorous risk management and compliance infrastructure. Discretionary investment management services 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. A single wealth management fee covers investment management, monitoring, custody and trading costs. This may be ideal if you prefer to delegate the day-to-day investment decisions to an experienced wealth management professional who has attained portfolio management credentials, giving you more time and freedom to focus on your family, career or other important pursuits.

Speak with a Scotia Wealth Management professional today A century of bold, distinctive culture drives us forward Our history In , McLeod Young Weir was founded by four young investment entrepreneurs who established an environment of trust, teamwork, financial expertise and innovation. Account history The Account History feature will allow you to view transactions for up to 30 months with advanced filtering and sorting options, and also export your data to other programs, such as Excel.

Annual trading summary Obtain an annual summary of all your trading activity in non-registered accounts to help simplify your tax preparation. Research Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar. You can also obtain real-time stock quotes, company news, earnings announcements and analyst ratings.

Additional online tools allow you to generate custom charts or screen stocks and mutual funds. Simplify your record keeping and enjoy these benefits: View, save or print for complete convenience All documents available in PDF — readily available and free software Archival for a 7-year period Receive your documents earlier than through the mail No filing or lost documents Paperless Record Keeping Guide kb Security We are committed to providing you with a secure online environment.

In addition to password protection, ScotiaMcLeod Online employs the latest in encryption standards to protect your information.