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. 

Learn more, The Pinnacle Program – annual/interim reports and fund facts

Information

Complaint handling procedures

Review ScotiaMcLeod's client complaint handling policies and procedures.

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Review Scotiatrust’s client complaint handling policies and procedures.

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Shareholder communication definitions 

Take a look at the Shareholder communication definitions in PDF format.

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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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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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Legal - ScotiaMcLeod

Terms of Access.

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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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Tax

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

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Need more information?

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