Designed for you, the Managed Portfolio Program offers all the benefits of professional portfolio management, plus something that’s really quite rare: the opportunity to work one-on-one with your own personal Portfolio Manager. ScotiaMcLeod Portfolio Managers and Associate Portfolio Managers are investment professionals of the highest calibre. Each has earned this prestigious designation through a combination of academic achievement and years of experience advising clients on substantial investment assets. In addition, each has passed the rigorous application and review process of the ScotiaMcLeod Selection Committee. Only 10% of the advisors at ScotiaMcLeod are granted the title of Portfolio Manager.

As your Portfolio Manager, I will invest tremendous time and expertise to understand your financial and lifestyle priorities. I will design a documented investment policy statement to guide your portfolio, and will use informed discretion to execute day-to-day investment transactions on your behalf. The end result is an expertly managed portfolio that’s designed just for you.

Flexibility and Freedom

The Managed Portfolio is intended for individuals and families who want the highest level of flexibility and freedom. As an investor, you will experience a style of personalization on par with an exclusive boutique, while still retaining access to the vast resources and complementary expertise of one of Canada’s largest financial institutions.

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Key Features of the Managed Portfolio Program