Through ScotiaMcLeod’s Managed Portfolio Program, you can free yourself from the burden of managing your personal investments, relying instead on the expertise of an Associate Portfolio Manager (APM) or Portfolio Manager (PM) who will look after your portfolio for you.

Freedom From Day-to-Day Investment Decisions

ScotiaMcLeod advisors that have qualified for the APM or PM designation have extensive investment experience and have undergone years of continuing education. They in turn leverage this vast experience and knowledge to manage your custom-designed portfolio to meet your individual goals. While contact with your APM or PM can be as little or as much as you wish, your portfolio will continue to be managed in a highly personalized manner.

You will experience freedom from the day to day investment decisions, and once you have this piece of mind, you can then focus on the more important things in life – like spending time with people in your life that matter most.

Access to a Highly Disciplined Investment Process

Through your Investment Policy Statement (IPS), you, with the help of your APM or PM will develop and agree on a written investment strategy. The document can be considered your financial roadmap as it outlines the long-term policy and management guidelines for your ScotiaMcLeod Managed Portfolio Program account.

Your IPS is specifically designed for you and reflects your individual goals and objectives. It is an important document because it establishes the guidelines and expectations of the man