Improving Your Financial Knowledge

Morning Comments – Updated daily to brief you on today’s economic releases and news of the market and its status.

Here’s What We’re Thinking – Portfolio Advisory Group meets to discuss markets, sector allocation and investment recommendations.

Investment Portfolio Quarterly – Formally discusses the past quarter’s portfolio summary and outlook for the future.

Scotiabank Online Banking – Access your personal banking and investment accounts quickly and easily online.

Scotia Retirement Savings – Quickly determine how much you need to save in order to achieve your retirement goals.

Bloomberg – A premier site for business and financial market news, delivering economic news, stock futures, stock quotes, and advice.

CA56 – Transfer Authorization for Non-Registered Investments transferring to ScotiaMcLeod.

CA63 – Transfer Authorization for Registered Investments transferring to ScotiaMcLeod.

Client Interview Form – Individuals and/or Joint

Client Interview Form – Legal Entity