Portfolio Advisory Group

Expertise in Canadian and U.S. equities, mutual funds, fixed income securities, and equity derivatives.

ScotiaMcLeod's Portfolio Advisory Group assists the firm's advisors by providing:

  • Market strategy
  • Portfolio reviews
  • Equity, mutual fund and fixed income research

Experts

The group also manages the renowned ScotiaMcLeod Guided Portfolios™ model portfolios of equity, mutual fund and fixed income securities designed for individual investors.

Research Publications
The Portfolio Advisory Group produces a number of research publications intended for our investors. Reports include the Weekly Market Strategy, Monthly Guided Portfolio Reviews, Focus Stock Reports and the Investment Portfolio Quarterly. All reports are available to clients through their ScotiaMcLeod advisor.

The information contained on this website is for use by persons resident in Canada only.

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