ScotiaMcLeod

About ScotiaMcLeod

ScotiaMcLeod is a wealth management firm located on Queens Avenue in downtown London, Ontario. Serving individuals, families, and businesses, the firm provides a comprehensive suite of fee-based programs designed to address unique financial situations and varying levels of client involvement. The company describes its approach as "Total Wealth," which focuses on a holistic view of a client's life, including their family, business, and future legacy. The firm offers a variety of investment management services, including the development and monitoring of customized portfolios. Clients have access to diverse investment options such as equities, fixed income vehicles, mutual funds, exchange-traded funds (ETFs), and various registered accounts including RRSPs, RRIFs, IPPs, TFSAs, and RESPs. Beyond standard investment advice, ScotiaMcLeod provides specialized services such as estate and trust services through Scotiatrust®, insurance solutions for risk management, and private banking for preferential banking and borrowing needs. They also offer commercial banking for mid-sized businesses and MD Financial for physicians and their families. With a history dating back to 1921, ScotiaMcLeod has built a reputation for trusted investment management advice over more than 100 years. The firm emphasizes a collaborative advisory approach where wealth advisors work with clients to create a "Total Wealth Plan." This process involves assessing specific needs—such as tax situations, risk tolerance, and liquidity—to create a roadmap for retirement planning, longevity planning, and the transfer of assets to future generations. Clients can also access the Scotia Wealth Management mobile app for secure, on-the-go management of their accounts.