ScotiaMcLeod Managed Money Reporter
 

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Your Investment Options
 

One of the benefits of your ScotiaMcLeod plan is the multitude of investment options. To simplify things for you, we have researched the world of investments and have prepared a short list of recommended mutual funds for you to review. For even more choices, search our listing of the over 2000 available mutual funds, virtually all with NO front or rear-end loads. (Note: most mutual funds have a $50 minimum purchase requirement for payroll deduction plans.) 

Please note that many funds which are not (or are no longer) on our recommended list may still be appropriate for your account.  

More Choices: Stocks, Bonds, GICs, Insurance

Also note that we are not limited to mutual funds. We offer GICs, stripped bonds, individual stocks and more for your account. To purchase stocks, bonds or mutual funds with higher investment minimums simply accumulate payroll contributions in any fund with 6 or 7 digit PAC number until you reach the minimum required, then contact us.

Recommeded mutual funds

Recommended mutual funds

Performance Monitoring Service

If you are a client of Carl Spiess, Allan McGlade and The Spiess McGlade Team, you are automatically enrolled in our Performance Monitoring Service. We review all of the funds available on a regular basis and if there is a change recommended in your funds, we will provide all our clients holding that fund with that change recommendation in writing.
 

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Need More Information?
Call your Investment Team at 1-800-387-9273 or E-mail us at carl_spiess@scotiacapital.com.


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