Through ScotiaMcLeod’s Managed Portfolio Program, you can free yourself from the burden of managing your personal investments, relying instead on the expertise of an Associate Portfolio Manager (APM) or Portfolio Manager (PM) who will look after your portfolio for you.

Freedom From Day-to-Day Investment Decisions

ScotiaMcLeod advisors that have qualified for the APM or PM designation have extensive investment experience and have undergone years of continuing education. They in turn leverage this vast experience and knowledge to manage your custom-designed portfolio to meet your individual goals. While contact with your APM or PM can be as little or as much as you wish, your portfolio will continue to be managed in a highly personalized manner.

You will experience freedom from the day to day investment decisions, and once you have this piece of mind, you can then focus on the more important things in life – like spending time with people in your life that matter most.

Access to a Highly Disciplined Investment Process

Through your Investment Policy Statement (IPS), you, with the help of your APM or PM will develop and agree on a written investment strategy. The document can be considered your financial roadmap as it outlines the long-term policy and management guidelines for your ScotiaMcLeod Managed Portfolio Program account.

Your IPS is specifically designed for you and reflects your individual goals and objectives. It is an important document because it establishes the guidelines and expectations of the management of your portfolio. Adherence to this written plan adds a crucial disciplined element, which is a fundamental component of the commitment to you.

With the Investment Policy Statement as a guide and the ability to act on your behalf, your APM or PM can react to market conditions quickly and take advantage of opportunities as they arise.

Financial Peace of Mind

You can rest assured that your portfolio will be actively monitored and rebalanced, factoring in variables such as your risk tolerance and personal situation, the financial markets and the economic environment. This will be done to ensure that your portfolio will continue to work toward meeting your unique needs and goals, whatever the situation.

Moreover, it is important to note that APMs and PMs are subject to ScotiaMcLeod Managed Portfolio Program policies and procedures, which are specifically related to their investment management role. In addition, Portfolio Managers are governed by some of the most comprehensive rules and regulations in the securities industry.

Outstanding Service

For us, your investment needs are just the beginning. We look at the entire financial picture including your banking and borrowing needs, Will and estate planning as part of a full financial plan.

The ScotiaMcLeod Managed Portfolio Program is available for an all-inclusive management fee. The fee covers portfolio management services, custody, administration and trading costs. It also includes access to the research analysts and strategists of ScotiaMcLeod.

To find out more about the Managed Portfolio Program, please contact an Associate Portfolio Manager or Portfolio Manager in your area.