ScotiaMcLeod is part of Scotiabank’s Wealth Management Group which incorporates key personal investment and advisory activities, offering clients a comprehensive range of products and services. ScotiaMcLeod is committed to be the investment firm of choice for select Canadian investors and select advisors.

• Heritage - A prestigious offering with a complimentary range of select services that places your clients’ needs front and centre.
  
• Referral Recognition Program - ScotiaMcLeod letter and firm paid gift to clients who refer to you.
  
• Fee Based - One of the most comprehensive selection of fee based products. Commitment to provide exceptional delivery of fee based products, advice, service and solutions.
  
• Marketing - A supportive team provides you with the resources to promote financial solutions and expand your business profile.
  
• ScotiaMcLeod Institute - Advanced business coaching and development such as: team based selling, portfolio management, delivery of Client Commitment and collaborative coaching for top teams.
  
• Specialized Team of Experts Concept - You remain at the centre of the client relationship while in-house specialists allow you to save time and effort, especially when you have clients with complex needs.
  

• PriceMetrix - Outstanding tools to regularly measure and monitor your business.

• Unique Team-Based Culture & Management - Sales focused, consultative approach by management. Impressive record of best practice sharing. 

• Unique Advisor to Advisor Help - Conference supported by the top Scotiabank management. Advisor and Support Advisory Boards.

• Wealth Planning - Comprehensive financial and estate planning support and tools.
• Supportive Compensation & Opportunity for Profit Participation - New annual bonus based on productivity and firm profitability.
  

We look forward to answering your questions!

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