For over 90 years, ScotiaMcLeod has built a reputation for outstanding service and trusted advice. And we’ve done it one client at a time.
Since 1921, ScotiaMcLeod has offered a breadth of investment solutions to match your preferred style and level of participation.
With approximately 600 experienced wealth advisors in 90 offices across Canada, we are dedicated to client service excellence – by offering informed investment advice and creative solutions. We favour exploring innovative approaches to achieving the protection and growth of your assets, and we have the knowledge and flexibility to offer customized solutions for your wealth management.
We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. It starts with learning all we can about your financial situation – your current profile, needs, concerns, risk tolerance, tax situation, time horizon, liquidity and return objectives.
With a focus on your goals for long-term success, assessing the universe of investment options to find the ones we believe are right for your needs, you will ultimately receive a well-considered plan that is based on specific recommendations that connect your financial goals to your strategy. Once implemented, ongoing monitoring of your portfolio’s progress enables us to adapt it as your life and goals evolve.