Heritage Program
Since 1921, ScotiaMcLeod has helped generations of Canadians reach their financial goals by placing their needs first and providing trusted advice. Our tradition and reputation for building lifetime relationships will continue as we offer an enhanced level of exclusive service for our clients.
Program Highlights
We will continue to look for more ways to recognize how important your relationship is to us and to say thank you for your ongoing commitment to ScotiaMcLeod.
Client Service Highlights
- Heritage Premium Binder
- Online Access to investment account and research
- Waived Fees for a variety of services
- Magazine subscription
- Exclusive Event Invitations
Investing & Planning Highlights
- Comprehensive Financial Planning
- Expert Will & Estate Consultation
- Insurance Consultation
- Preferred rates to Private Banking
- Invitation to exclusive Investment Calls and Events Investment Publications