As your investment assets have grown, so has the complexity of your financial affairs. To enhance and protect your success, it’s wise to engage the very highest level of investmentmanagement expertise. Yet, with a busy lifestyle, you may not want to deal with day-to-day investment decisions.  Given the right opportunity, you’re ready to delegate the long-term management of your investments to capable and trustworthy hands.

 

Introducing a money management solution that offers the best of both worlds. The Managed Portfolio Program gives you access to the exceptional investment acumen of a personal Portfolio Manager along with the freedom to spend more of your time on family, career, or other important pursuits.

 

With the Managed Portfolio Program from ScotiaMcLeod, you will realize all the benefits of professional portfolio management, plus the added benefit of working one-on-one with your own 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, industry accreditation, and years of experience advising clients. In addition, each has passed the rigorous internal application and review process of the ScotiaMcLeod Managed Portfolio Program Selection Committee.

 

Your Portfolio Manager will invest significant time and expertise to understand your lifestyle goals and financial requirements. They will create a documented investment policy that clearly outlines your objectives, and will manage your portfolio with discipline and discretion towards the achievement of your short and long-term aims. Your Portfolio Manager is directly in touch with the latest investment analysis and global research insights including in-depth economic and financial market data and forecasts for North America, Europe, Asia/Pacific and Latin America.

 

The result is a fully customized investment strategy that’s designed exclusively for you. Your portfolio will have the constant guidance of your Portfolio Manager, and you’ll be able to preserve more of your time for other priorities.

 

You understand the value of discipline and hard work. So do we.  Your Portfolio Manager is someone who is well versed in the complexities of financial markets and the principles of sound portfolio management. But more than that, they also understand the importance of designing a portfolio that truly helps you build the life you want. In pursuit of that goal, your Portfolio Manager will follow a highly disciplined process that places your vital financial needs at the forefront of your investment strategy. As part of this process, your Portfolio Manager will:

Develop an Investment Policy Statement (IPS) that defines your specific return expectations, income requirements, risk tolerance, time horizon, tax considerations and other factors that will guide the management of your portfolio.

 

Construct a customized portfolio that leverages the principles of strategic asset allocation and key asset classes such as stocks and bonds to optimize returns and manage risk in accordance with your documented IPS.

 

Actively monitor and manage your portfolio by executing transactions on your behalf to seize opportunities and mitigate risks that may arise as a result of changing market conditions or changes in your personal circumstances or financial objectives.

 

Meet with you on a regular basis to review your portfolio and make any changes needed to keep your investment strategy clearly aligned with your needs and goals.

 

Your Portfolio Manager will draw on the knowledge and insight of teams of experts to help ensure that your portfolio is consistently managed to the very highest standards. 

 

The ScotiaMcLeod Research Department and Credit Suisse First Boston conduct fundamental, qualitative and technical research on individual companies and sectors, and provide your Portfolio Manager with up-to-the-minute research findings on compelling domestic and international investment opportunities.

 

The ScotiaMcLeod Portfolio Advisory Group offers your Portfolio Manager guidance on domestic and international portfolio structure, selecting timely and attractive stock and bond investments, and enhancing the risk/reward profile of client portfolios.

 

The ScotiaMcLeod Managed Asset Group and compliance department review your portfolio on a quarterly basis to ensure that it continues to reflect your investment and performance objectives. This additional layer of portfolio supervision is industry standard, and provides additional peace of mind to our clients. Since your Portfolio Manager is at the centre of the team, they can offer you complementary advice and services across multiple financial disciplines, including those that go beyond the management of your investment portfolio.  You also have access to specialists in areas such as financial planning, private banking, insurance, tax planning, and more.

 

The Managed Portfolio Program is intended for successful individuals and families who want the highest level of sophistication in a private investment management solution. Compared to other investment programs, the Managed Portfolio Program is unmatched in its ability to deliver the dual objectives of exceptional investment acumen and convenience. You’ll have the peace of mind of knowing that a personal Portfolio Manager and teams of strategists and analysts within ScotiaMcLeod are working on your behalf to grow and preserve your wealth.