Fee Based Investing

Fee Based Investing

ScotiaMcLeod's comprehensive suite of fee based programs delivers on our Client Commitment by proactively addressing the uniqueness of your situation, guiding the creation and implementation of your financial strategy using a systematic process, and applying a disciplined approach to investing with a team of investment specialists.

The programs below allow you to delegate everyday investment decisions to professional money managers, reap the benefits traditionally enjoyed by large institutional investors and pension funds and includes rigorous checks and balances to ensure due diligence to mitigate and manage risk.

The Summit Program

Receive the personal attention of your advisor while seasoned money managers are hard at work buying and selling investments in line with your financial goals.
Minimum portfolio: $500,000

The Managed Portfolio

Program Leverage the vast experience that our Associate Portfolio Managers and Portfolio Managers have, to manage your custom-designed portfolio.
Minimum portfolio: $250,000

The Pinnacle Program

Your advisor uses a sophisticated process to develop a customized investment program to meet your specific goals. And our third-party experts rigorously screen leading money managers before they qualify to manage the Pinnacle funds.
Minimum portfolio: $50,000

The Pinnacle Portfolios

A comprehensive suite of portfolios that use the Pinnacle Program Funds as their underlying holdings - each Portfolio gives you exposure to multiple portfolio advisors, asset classes, countries and investment styles.
Minimum portfolio: $25,000

Sovereign Investment

Program Strategic asset allocation across seven exclusive investment pools. Each pool is diversified into multiple investment styles and implemented using multiple investment managers.
Minimum portfolio: $50,000

LifePoints®

A fund-of-funds strategy that can be effective as the core of your portfolio or for tactical needs. LifePoints gives you access to up to twenty of the world's leading investment managers.
Minimum portfolio: $5,000

These unique programs allow you to participate in the portfolio management process with ongoing, objective advice from your advisor. This includes buy and sell decisions based on strategic needs without concern for commission costs. You will also gain access to ScotiaMcLeod's top-ranked research and insights.

Partnership Plus

Continue to rely on your advisor while paying one annual fee for buy and sell transactions. This alternative to the traditional commission-based way of doing business allows up to five accounts to share fees.
Minimum portfolio: $100,000

i:Partner

Enjoy all the benefits of a full-service account with the freedom and features of an online brokerage account. Links to Scotia Online Internet Banking allow for bill payments and money transfers between i:Partner and Scotiabank accounts.
Minimum portfolio: $75,000

The information contained on this website is for use by persons resident in Canada only.

For more information about our Fee Based Programs please contact us