The Schultz Group - ScotiaMcLeod Peterborough

Experience The Many Benefits...

ScotiaMcLeod’s fee based programs offer clients, who still value the services of an advisor, investment alternatives to commission-based trading. 

 

All programs benefit from:

    * A personalized Investment Policy Statement
    * Ongoing portfolio monitoring and due diligence to keep your strategy on track
    * Detailed performance reporting and annual reviews

The full range of programs offered at ScotiaMcLeod is listed below.  It is important to note that program selection depends on an investor’s specific needs.  Our team can help to determine if one of these programs makes sense for your portfolio.  

Receive the personal attention of The Schultz Group while seasoned money managers are hard at work buying and selling investments in line with your financial goals.

Minimum portfolio: $500,000 

Leverage the vast experience that our Associate Portfolio Managers and Portfolio Managers have, to manage your custom-designed portfolio.

Minimum portfolio: $250,000 

We use 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 

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 

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 

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 

Continue to rely on your Investment Team 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 

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