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Scotia Wealth Management
The Gidge Financial Group ScotiaMcLeod®, a division of Scotia Capital Inc.

416.933.3721 Get directions Scotia OnLine

Discretionary process

A wealth management solution that offers the best of both worlds.

As your investment assets have grown, so has the complexity of your financial affairs. And with a busy lifestyle, you may not want to deal with day-to-day investment decisions. The Managed Portfolio Program is intended for individuals and families who want a high level of sophistication in an investment management solution, coupled with the careful contemplation of an accredited Portfolio Manager on how best to manage wealth. Our focus is on what matters to you, with the day-to-day details in our capable hands as your Portfolio Manager, we work diligently to grow and preserve your wealth.

Disciplined portfolio management

ScotiaMcLeod Portfolio Managers are investment professionals of the highest calibre. Each has earned this prestigious designation through a combination of academic achievement, industry accreditation, and years of experience advising clients.

As your Portfolio Manager, we understand the importance of designing a portfolio that truly helps you build the life you want, offering you the freedom to spend more of your time on family, career, and other important pursuits.

As part of our disciplined portfolio management process we:

  • Develop an investment policy statement (IPS) that articulates your specific objectives, income requirements, risk tolerance, time horizon, tax considerations and other factors that will guide the management of your portfolio.
  • Construct a customized portfolio that leverages the principles of strategic asset allocation and key asset classes such as stocks and bonds to optimize returns and manage risk in accordance with your customized IPS.
  • Actively monitor and manage your portfolio by executing transactions on your behalf to seize opportunities and mitigate risks that may arise as a result of rapidly changing market conditions or changes in your personal circumstances or financial objectives.
  • Meet with you on a regular basis to review your portfolio and ensure that your investment strategy remains clearly aligned with your needs and goals.