Business development support

Building relationships for life

ScotiaMcLeod is part of Scotiabank’s Wealth Management Group which incorporates key personal investment and advisory activities, offering clients a comprehensive range of products and services. ScotiaMcLeod is committed to be the investment firm of choice for select Canadian investors and top producing advisor teams.

Industry leading growth bonus program that financially supports the growth of your business.

A supportive team provides you with the resources to promote financial solutions and expand your business profile. With the ability to work one on one to create custom marketing pieces and share “What’s Working” from across the country.

ScotiaMcLeod has developed a firm paid referral program which recognizes COI’s and clients for referring new clients. We have partnered with Tiffany’s to supply an assortment of gift options.

Advanced business coaching and development. Lead by a former Chairman’s Council. They focus on optimizing the productivity of your team, designing a client experience model, best practices for networking and marketing.

All the support we supply is focused on ensuring that your clients have minimal interruption to the services you provide.

Sales focused, consultative approach by management. Impressive record of best practice sharing.

You remain at the centre of the client relationship while in-house specialists allow you to save time and effort, especially when you have clients with complex needs.

Outstanding tools to regularly measure and monitor your business.

A prestigious offering with a complimentary range of select services that places your clients’ needs front and centre.

One of the most comprehensive selection of fee based products. Commitment to provide exceptional delivery of fee based products, advice, service and solutions.

New annual bonus based on productivity and firm profitability.