Scotiabank   Contact Us | Site Map | Branch & ABM Locator  
Search
Woman holding Toonie ScotiaMcLeod Partnership Plus Close up of pen
image
image
Online Services
image

Personal Banking
ScotiaMcLeod
Fee Based Investing
Partnership Plus
Reaching your Investment Goals
Comprehensive Portfolio Management
Proven Investment Strategies
Reviewing and Monitoring Your Portfolio
Fee Based Approach
 

Go

image
image



Reviewing and Monitoring Your Portfolio

To win the game, you have to keep your eye on the ball.

The same philosophy holds true in investing. To ensure your financial strategy stays on track, your portfolio should be reviewed, and your holdings adjusted as your personal circumstances change.

With the Partnership Plus program, your ScotiaMcLeod advisor is committed to helping you stay informed. That means we meet with you on a regular basis to review your portfolio.

It also means you receive Investment Portfolio Quarterly, a publication written by our experts and developed exclusively for Partnership Plus clients. The report analyzes the current market environment and is intended to provide insights for your investment strategy on an ongoing basis. So, now we can help keep you ahead of the game.

Additional Information Online

  • Up-to-date account information and cash balances.

  • An account activity summary for the last 45 days.

  • Downloadable electronic copies of your statements.

  • Access to major market indices and individual stock quotes.

  • Scotia Capital's top-ranked Canadian market research, including analyst recommendations and reports on over 400 publicly-listed companies.

  • Nationally-ranked U.S. investment research and analyst recommendations on over 1,000 companies.

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



image
Go to...
image

image