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Welcome to the ScotiaMcLeod Resource Centre. Here you will find forms, documents and information relating to our accounts and plans. Contact us.

Forms and Documents

ScotiaMcLeod® is a division of Scotia Capital Inc.

Account Documentation

Find and download the appropriate account documentation in PDF format. More details

Declaration of Trust Documentation

Find and download the appropriate declaration of trust documentation in PDF format. More details

The Pinnacle Program – Annual/Interim Reports and Fund Facts

Find and download important information on the Pinnacle Program and Pinnacle Portfolios. More details


Complaint Handling Procedures

Review ScotiaMcLeod's client complaint handling procedures and procedures.
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Shareholder Communication Definitions

Take a look at the Shareholder Communication Definitions in PDF format. Download now

Unclaimed Property for BC Residents

Information on BC Unclaimed Property Act for residents of British Columbia only. More details

ScotiaMcLeod Online

We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. More details

Legal - ScotiaMcLeod

Terms of Access. More details

Conflicts of Interest

A list of potential conflicts, and the primary methods we use to manage them.
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The information contained on this website is for use by persons resident in Canada only.