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Personal Banking
ScotiaMcLeod
Fee Based Investing
The Pinnacle Program
About the Pinnacle Program
Investment Principles
 

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Investment Principles

The Pinnacle Program is based on two sound investment principles - asset allocation and diversification.

  • Asset allocation is the customized combination of stocks, bonds and cash equivalents appropriate for your personal goals and tolerance for risk.

  • Diversification manages and reduces your exposure to risk by integrating different funds, management styles and asset classes.

In addition to leading-edge asset allocation and risk management, the Pinnacle Program delivers a personal consultative relationship with your ScotiaMcLeod advisor. We will customize a program for you, based on your personal circumstances, objectives and time frame for achieving your goals.

Whether you are planning for your financial security or saving for your children's education, the Pinnacle Program can work for you. And while your circumstances may change, our attention to your portfolio will not...to make sure that we are in step with your goals.

Best of all, the professional management of the Pinnacle Program leaves you extra time to do the things you really enjoy, with peace of mind.

Contact your ScotiaMcLeod advisor now and get the Pinnacle Program working for you.

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



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