- Outstanding Client Service
Work with experts who understand the importance of earning your business.
- Personalized Financial Solutions
Get a complete strategy with specific steps to reach your objectives.
- Disciplined Investment Philosophy
Stay the course with a clearly defined financial strategy.
PLUS:
Your ScotiaMcLeod advisor will identify the specialists uniquely positioned
to provide you with advice and comprehensive financial solutions, and remain at the heart of this team.
Noteworthy
Long-term Approach
To investing while managing risk
Superior Service
Means we put your needs first
Proactive Advice
With an integrated approach
Through regular communication we:
- Keep you fully informed about market trends
- Remain up-to-date about your needs and goals
- Monitor and refine your strategy to reflect ongoing changes as appropriate
All your needs are assessed:
- Income and asset protection strategies
- Tax planning
- Will and estate planning
- Small business and personal lending
- Cash flow management
- Retirement advice
- Portfolio advice and execution
Your team of experts might include:
- Your advisor and their Investment Team
- Investment Specialists from our Portfolio Advisory Group
- Equity, Fixed Income and Mutual Fund Research Analysts
- Portfolio Managers
- Financial and Estate Planning Consultants
- Insurance Consultants
- Borrowing and Banking Specialists
- In addition, we involve experts such as your lawyer and accountant
Our Advisory Process
The development and implementation of your complete financial strategy is guided by our
process. Regular review and refinement by your ScotiaMcLeod advisor ensures its ongoing success.
Our investment philosophy delivers long-term growth while managing risk.
To ensure you stay the course during a variety of market conditions, your financial strategy must be clearly
defined. A key element of our Client Commitment is rigorous adherence to a disciplined investment
philosophy.
Relying on a proven approach to investment success, we:
- Construct a portfolio that manages risk while maximizing long-term performance
- Help you establish your optimal asset allocation
- Select a mix of investments to provide you with the best possible return for your personal
level of risk tolerance
- Regularly monitor your portfolio to help you stay on target
- Plus, ongoing decisions are guided by your established strategy, reducing the impact of
market volatility
