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ScotiaMcLeod® - Scotia Wealth Management 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
ScotiaMcLeod® Online - Scotia Wealth Management 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
ScotiaMcLeod 100 years - Scotia Wealth Management 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
ScotiaMcLeod From our roots as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service brokerage firm, offering a team of experienced investment professionals Together we are dedicated to client service excellence – by offering informed investment advice and creative solutions
Client Resource Centre - Scotia Wealth Management 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
ScotiaMcLeod 100 years · Oakville - Scotia Wealth Management In 2021, ScotiaMcLeod® proudly celebrated its 100th anniversary In 1921, McLeod Young Weir was founded by four young entrepreneurs who established an environment of trust, teamwork, financial expertise and innovation with just $40,000 in capital
Plan member benefits · Group Plans - Scotia Wealth Management ScotiaMcLeod Group Plans offer participants a number of benefits Our plans offer some of the following benefits to participants: A dedicated Wealth Advisor and support team Administration fee savings
Online access · Group Plans · Scotia Wealth Management See your portfolio online and transfer funds to your account 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
Find us · Scotia Wealth Management Scotia Wealth Insurance Services Inc is the insurance subsidiary of Scotia Capital Inc , a member of the Scotiabank group of companies When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc Scotia iTRADE
How do I open an account with ScotiaMcLeod? 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