financial planning & advice, Rhonda Sherwood About ScotiaMcLeod

A leading financial planning brokerage

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.

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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).

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

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Disclaimer


This Website is only intended only to convey information. It is not to be construed as an investment guide or as an offer or solicitation of an offer to buy or sell any securities. The author of the website is an employee of ScotiaMcLeod, a division of Scotia Capital Inc. ("SCI"), but the data selection, analysis and views expressed herein are solely those of the author and not those of SCI. The author has taken all usual and reasonable precautions to determine that the information contained in this website has been obtained from sources believed to be reliable and that the procedures used to summarize and analyze such information are based on approved practices and principles in the investment industry. However, the market forces underlying investment value are subject to sudden and dramatic changes affecting data availability and information may be available which is not reflected in this website. Consequently, neither the author nor SCI makes any warranty as to the accuracy or completeness of information, analysis or views contained in this website or their usefulness or suitability in any particular circumstance. This website should not be relied upon for any investment or portfolio assessment or other transaction please consult your ScotiaMcLeod Investment Executive directly to review any proposed investment or transaction. SCI and the author accept no liability of whatsoever kind for any damages or losses incurred by you as a result of reliance upon or use of this website in contravention of this notice.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. All performance data represents past performance and is not indicative of future performance.

All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc.

TM Trademark of The Bank of Nova Scotia. Scotia Capital Inc. authorized user of the mark. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.

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