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.

Learn more, Account documentation
Declaration of trust documentation

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

Learn more , Declaration of trust documentation
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
ESG Investing: The Journey to Sustainability

1832 Asset Management L.P. outlines how its investment teams consider a broad range of environmental, social, and governance (ESG) factors in their investment processes. 

Learn more, ESG Investing: The Journey to Sustainability

Information

Complaint handling procedures

Review ScotiaMcLeod's client complaint handling policies and procedures.

Learn more

Review Scotiatrust’s client complaint handling policies and procedures.

Learn more

Unclaimed property for BC residents

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

Learn more, Unclaimed property for BC residents
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®.

Learn more, ScotiaMcLeod online
Legal - ScotiaMcLeod

Terms of Access.

Learn more, Legal - ScotiaMcLeod
Conflicts of interest

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

Learn more, Conflicts of interest
Tax

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

Learn more, Tax

Need more information?

In person
Contact us