About ScotiaMcLeod®

ScotiaMcLeod was originally formed as a partnership in February 1921 by four young entrepreneurs: Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe. The foundation laid by these men was rooted in trust, financial expertise and innovation - strengths that have prevailed ever since.

By the 1970s, McLeod, Young, Weir diversified to offer a full range of investment services including bond, stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services, and mutual funds.

In 1987, the Bank of Nova Scotia purchased McLeod, Young, Weir having identified it as one of the most established and respected firms in the industry.

Today, ScotiaMcLeod is the investment arm of Scotiabank, and a division of Scotia Capital Inc. Scotiabank is one of Canada's largest financial organizations with over $280 billion in assets. Scotia Capital is a proven corporate and investment banking leader, and contributes to making the Scotiabank Group one of North America's premier financial institutions and Canada's most international bank.

We are a leading financial services provider, with over 800 advisors serving clients in more than 70 offices across the country. Working within the Scotiabank Group of Companies, they can coordinate a team of experts to integrate protection, trust, legal, estate planning, borrowing and banking services within a total financial solution to clients.

ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service, and a commitment to doing what's right for our clients.

We help our clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals.

• Our disciplined investment philosophy. We take a long-term approach to investing while managing risk.
• Financial solutions that are personalized to your needs. Your advisor works with a team of experts to deliver solutions for all facets of your financial life.
• Regular reviews and continuous monitoring. To ensure your strategies remain appropriate and necessary adjustments are made, we conduct regular reviews of your financial situation.

Information on BC Unclaimed Property Act for residents of British Columbia only:

In 2000, the government of British Columbia enacted "The British Columbia Unclaimed Property Act" which required Holders (such as Scotia Capital Inc.) of Property (such as securities and cash) to make reasonable efforts to locate clients who have abandoned property that is being held at a Holder, and the Holder can no longer get in touch with the client directly. Should a claimant wish to investigate whether assets are being held at Scotia Capital in this situation, they may call 1-866-299-7499 for more information. (Note: The claimant will be asked to undertake certain identification procedures during this process).