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Client resource centre

Welcome to the Scotia Wealth Management client resource centre.

Forms and documents 

ScotiaMcLeod and International Investment Advisory account documents 

Find and download information and forms for ScotiaMcLeod and International Investment Advisory.

ScotiaMcLeod declaration of trust documents 

Find and download declaration of trust documentation for ScotiaMcLeod. 

Pinnacle program and Pinnacle portfolios

Find and download annual/interim reports and fund facts for the Pinnacle program and Pinnacle portfolios. 

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. 

Annual tax resources 

Find tax checklists, dates and FAQs that will help you breeze through the upcoming tax season. 

Online resources 

ScotiaMcLeod Online Banking 

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®. 

Tax FAQs

Find tax FAQs that will help you breeze through the upcoming tax season.