Business Development Support

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 top producing Advisor Teams.

Growth Bonus

Industry leading growth bonus program that financially supports the growth of your business.

Regional Marketing Consultants

A supportive team provides you with the resources to promote financial solutions and expand your business profile. With the ability to work one on one to create custom marketing pieces and share “What’s Working” from across the country.

Referral Recognition Program

ScotiaMcLeod has developed a firm paid referral program which recognizes COI’s and clients for referring new clients.  We have partnered with Tiffany’s to supply an assortment of gift options.

Practice Management Group

Advanced business coaching and development. Lead by a former Chairman’s Council.  They focus on optimizing the productivity of your team, designing a client experience model, best practices for networking and marketing.

Unique Team-Based Culture & Management

Sales focused, consultative approach by management. Impressive record of best practice sharing.

Unique Advisor to Advisor Help

Conference For Advisors designed By Advisors (FABA) which is supported by ScotiaMcLeod management. Advisor sharing best practices to other advisors.

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.

Heritage

A prestigious offering with a complimentary range of select services that places your clients’ needs front and centre.

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.

Wealth Planning

Comprehensive financial and estate planning support. Locally and via a centralized unit.

Supportive Compensation & Opportunity for Profit Participation

New annual bonus based on productivity and firm profitability.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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