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.
Complaints and conflicts of interest
Scotia Wealth Insurance Services
Conflicts of interest
ScotiaMcLeod Legal
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.