After ScotiaMcLeod and NTGA have screened and selected the best money Managers for the Summit Program, the Summit Program Portfolio Managers and your advisor collaborate on the preparation of your customized investment proposal.

Based on your responses to the questionnaire, your ScotiaMcLeod advisor's in-depth knowledge of your unique situation and the expertise of the Portfolio Managers, a diversified collection of money managers are chosen for your portfolio that best suits your objectives and risk profile.