Welcome to the Scotia Wealth Management resource centre. Here you will find forms, documents and information relating to our accounts and plans. Contact us.
Forms and documents
Find and download the appropriate account documentation in PDF format.
Declaration of trust documentation
Find and download the appropriate declaration of trust documentation in PDF format.
The Pinnacle Program – annual/interim reports and fund factsLearn more, The Pinnacle Program – annual/interim reports and fund facts
Complaint handling procedures
Review ScotiaMcLeod's client complaint handling policies and procedures.
Shareholder communication definitions
Take a look at the Shareholder communication definitions in PDF format.
Unclaimed property for BC residents
Information on BC Unclaimed Property Act for residents of British Columbia only.
We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®.
Conflicts of interest
A list of potential conflicts, and the primary methods we use to manage them.
Review tax-related information that will help you breeze through the upcoming tax season.
The information contained on this website is for use by persons residing in Canada only.