The buzz in the industry right now is all about the big changes Scotiabank is making on the wealth management side. All the banks are watching their costs closely, as growth is slowing. Scotia is stirring the pot the most right now and our team has come across a number of advisors who have been let go, or are being asked to restructure their practice. Presumably, you went to the brokerage firm because of the advisor the firms are all the same , so with that person gone, you need to revisit your rationale for staying.
Stay current on news and views from Steadyhand through our monthly newsletter and blog. Stay current with news and views from Steadyhand through our monthly newsletter.
Lineup Fees Daily Prices Performance. Savings Fund A place to park your money.
Brokerage Report Card - Special Feature - Investment Executive
Income Fund A steady source of income. Founders Fund A balanced mix of stocks and bonds.
Global Equity Fund The scope to go anywhere in the world. Small-Cap Equity Fund Small companies with big potential.
Overview Philosophy People In the News. Overview Portfolio Builder Steadyhand Portfolios Fee Calculator Volatility Meter Steadyhand Comparison. May 3, Has ScotiaMcLeod sold you to another advisor? By Tom Bradley Print.
Scotiabank Wealth Management - ScotiaMcLeod
Book a meeting with the branch manager and ask her to give you the name of three advisors who she thinks will fit well with your situation. Likely, one of them will be the advisor who has been assigned your accounts.
Qtrade keeps its lock on No. 1 in Globe's annual survey - The Globe and Mail
Ask the manager for a report that shows your total cost of investing and what your long-term returns have been. One of the causes of the industry turmoil is the upcoming regulations around fee and performance reporting, referred to as CRM2 Client Relationship Model. Most brokerage firms have the software to produce a report for you right now.
Commissions & Fees | Scotia iTRADE
Interview the three advisors. Enjoy the super attentive service.
It might even be time to consider a non-bank alternative. Stay in the Know Stay current on news and views from Steadyhand through our monthly newsletter and blog.
Stay in the Know Stay current with news and views from Steadyhand through our monthly newsletter. Monthly Newsletter Steadyhand Publications Steadyhand Blog. Steadyhand Investment Funds 1.