Scotia Group

Reputation Relationships Results

Portfolio Advisory Group

• Portfolio strategies
• Equity, fixed income, and preferred equity analysts
• Technical analysts
• Customized multi-manager solutions
• Seasoned analysts and economists

Estate & Trust Services

• Corporate executor and estate administration services
• Will and estate planning
• Immigration Trusts
• Set up, management & administration of foundations

Insurance Consultant

• Income and asset protection strategies
• Key person insurance, buy-sell agreements and succession planning
• Executive compensation arrangement

Fee-Based & Managed Products

• Portfolio & Investment Strategists
• Portfolio Manager & Specialists
• Program Manager Due Dilige

Founded in 1921, ScotiaMcLeod is a premier financial service provider in Canada.

• Industry-leading financial experience and analysis
• Reputation for integrity and innovation
• Commitment to building long-term relationships
• Comprehensive range of services and products

Respect Commitment Insight Integrity Spirit

Read more about ScotiaMcLeod’s history and services, or visit our corporate web site.