| Financial Planning |
Page 1 of 3 Equities
ScotiaMcLeod's
equity group provides trading and advisory services for a full range of
Canadian and U.S. equities as well as preferred shares, income trusts
and options.
Equity TradingComplete equity trading services are offered through the equity-trading desk of the Portfolio Advisory Group in
Toronto.
Dedicated solely to serving the needs of individual investors of ScotiaMcLeod, this group specializes in the trading of
 Canadian and U.S. equities including, Instinet and after-hours trading,
the special handling of illiquid securities, as well as the trading of
income securities and equity derivatives. Equity Guided PortfoliosThree Equity guided portfolios are available. Two Canadian and one U.S. The objectives of the portfolios are to provide a sound, balanced portfolio that will generate superior investment returns for various investment objectives and levels of risk.Mutual FundsAt the heart of our mutual funds selection and recommendation is thorough quantitative and qualitative research, driven by our disciplined investment philosophy - a core component of our Client Commitment. In addition to analyzing each fund statistically, we also look at its portfolio management process, style and discipline, mandate, and the inherent risks.LifePoints PortfoliosLifePoints is a fund of funds strategy where, in one single purchase, you receive multiple levels of diversification.Pinnacle PortfoliosThe Pinnacle Portfolios are a comprehensive investment solution featuring multiple Pinnacle Funds in a single investment.Mutual ObjectivesFind out more about ScotiaMcLeod's detailed research series, entitled Mutual Objectives designed to help you sift through the hundreds of funds available today. |
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