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The meaning of HeritageTM: The Heritage name conveys strength, longevity, and a strong link to the concept of legacy.
ScotiaMcLeod Heritage is a prestigious offering with a complimentary range of select services that places your financial needs front and centre. Heritage is your invitation to a specialized level of client service. This service is our way to not only say thank you to our premium clients, but also to add value to your relationship with us.
Building Relationships for Life
Since 1921, ScotiaMcLeod has helped generations of Canadians reach their financial goals by placing their needs first and providing trusted advice. Our tradition and reputation for building lifetime relationships will continue as we offer an enhanced level of exclusive service for our clients.
Program Highlights
Client Service Highlights
- Heritage Premium Binder
- Waived Fees for a variety of services
- Online Access to investment account and research
- Magazine subscription
Investing & Planning Highlights
- Comprehensive Financial Planning
- Expert Will & Estate Consultation
- Insurance Consultation
- Preferred access to Private Banking
Heritage will continually evolve to meet the needs of our most valued clients and help build relationships for life.
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