Discretionary Management

Designed for you, the Managed Portfolio Program offers all the benefits of professional portfolio management, plus something thatís 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 thatís 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 Canadaís largest financial institutions.


Key Features of the Managed Portfolio Program

 

Managed Portfolio Program Traditional brokerage account Separately managed account Pooled funds & mutual funds account
Direct relationship with Portfolio Manager

YES

NO

NO

NO

Fully customized portfolio design

YES

YES

NO

NO

Freedom to delegate trading authority to Portfolio Manager

YES

NO

YES

YES

Tax efficiency and flexibility to direct ownership of securities

YES

YES

YES

NO

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.