ScotiaMcLeod’s Portfolio Advisory Group assists the firm’s advisors by providing market strategy, portfolio reviews and equity and fixed income research designed for our clients.

Specialists within the Portfolio Advisory Group have expertise in Canadian and U.S. equities, fixed income securities, income products and equity derivatives. The group also manages the renowned ScotiaMcLeod Guided Portfolios – model portfolios of equity and fixed income securities designed for individual investors.

Research Publications

The Portfolio Advisory Group produces a number of research publications intended for our investors. Reports include the Weekly Market Strategy, Monthly Guided Portfolio Reviews, Focus Stock Reports and the Investment Portfolio Quarterly. All reports are available to clients through their ScotiaMcLeod advisor.

At ScotiaMcLeod, we are committed to bringing total financial solutions to our clients. These solutions include: investment strategies that reflect the growth you need and the realities of risk and taxation; recommendations that ensure adequate protection for your family and business.

If you have any questions, or for more information on the Portfolio Advisory Group, please contact a ScotiaMcLeod advisor.