Resource centre




 

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

Account documentation

Find and download the appropriate account documentation in PDF format.

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Declaration of trust documentation

Find and download the appropriate declaration of trust documentation in PDF format.

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The Pinnacle Program – annual/interim reports and fund facts

Find and download important information on the Pinnacle Program and Pinnacle Portfolios. 

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Information

Complaint handling procedures

Review ScotiaMcLeod's client complaint handling procedures and procedures. 

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ScotiaMcLeod online

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®.

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Tax

Review tax-related information that will help you breeze through the upcoming tax season.

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Shareholder communication definitions 

Take a look at the Shareholder Communication Definitions in PDF format.

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Legal - ScotiaMcLeod

Terms of Access.

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Unclaimed property for BC residents

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

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Conflicts of interest

A list of potential conflicts, and the primary methods we use to manage them. 

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Need more information?

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