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Financial Planning
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Financial Planning
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Programs with More Involvement

These unique programs allow you to participate in the portfolio management process with ongoing, objective advice from our Team. This includes buy and sell decisions based on strategic needs without concern for commission costs. You will also gain access to ScotiaMcLeod's top-ranked research and insights.
 

Partnership Plus

Continue to rely on your Investment Team while paying one annual fee for buy and sell transactions. This alternative to the traditional commission-based way of doing business allows up to five accounts to share fees. Minimum portfolio: $100,000
 

i:Partner

Enjoy all the benefits of a full-service account with the freedom and features of an online brokerage account. Links to Scotia Online Internet Banking allow for bill payments and money transfers between i:Partner and Scotiabank accounts. Minimum portfolio: $75,000
 

The information contained on this website is for use by persons resident in Canada only.


 
Julie Lange - ScotiaMcLeod Belleville Banner