The MacDonell Group - ScotiaMcLeod Ottawa - investment planning

By: Macdonell Group  09-12-2011
Keywords: Portfolios, equities

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ScotiaMcLeod's equity group provides trading and advisory services for a full range of Canadian and U.S. equities as well as preferred shares, income trusts and options. 


Equity Trading

Complete equity trading services are offered through the equity-trading desk of the Portfolio Advisory Group in Toronto. Dedicated solely to serving the needs of individual investors of ScotiaMcLeod, this group specializes in the trading of Canadian and U.S. equities including, Instinet and after-hours trading, the special handling of illiquid securities, as well as the trading of income securities and equity derivatives. 


Equity Guided Portfolios

The objectives of the portfolios are to provide a sound, balanced portfolio that will generate superior investment returns for various investment objectives and levels of risk. Three Equity guided portfolios are available. Two Canadian and one U.S. 

Mutual Funds

At the heart of our mutual funds selection and recommendation is thorough quantitative and qualitative research, driven by our disciplined investment philosophy - a core component of our Client Commitment. In addition to analyzing each fund statistically, we also look at its portfolio management process, style and discipline, mandate, and the inherent risks.

LifePoints Portfolios

LifePoints is a fund of funds strategy where, in one single purchase, you receive multiple levels of diversification.

Pinnacle Portfolios

The Pinnacle Portfolios are a comprehensive investment solution featuring multiple Pinnacle Funds in a single investment.

Keywords: equities, Portfolios

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The MacDonell Group - ScotiaMcLeod Ottawa - advisory services

Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Orthwhile goals take time and planning to reach.