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Scotia i:Partner

Scotiabank Embarks on New Era in Brokerage Business with i:PARTNER

The launch of this dynamic new service combines expert advice with online trading and banking access.

See the official ScotiaMcLeod page for more details.

Please contact your ScotiaMcLeod Wealth Advisor directly for more information or for investment advice tailored to your personal situation.

i:PARTNER Press Release

TORONTO, Sept. 6 2000/CNW/ - The Scotiabank Group announced today that it has created i:PARTNER, an innovative brokerage product combining the expertise of a ScotiaMcLeod Investment Executive with access to the online world of trading and research. This new product will be launched this fall following a successful pilot now underway with clients and employees.

"i:PARTNER marks a new era in the brokerage business by giving investors what they have asked for: the right information and more choice than ever before," said Rob Pitfield, Scotiabank Executive Vice-President, Wealth Management. "Developed in just over six months using feedback from our clients, i:PARTNER will offer a new first class full service brokerage product -- offering the trusted expertise of a ScotiaMcLeod Investment Executive plus access to online trading and research. It brings together the best of both worlds by matching personalized advice with online convenience."

i:PARTNER will provide clients with:

  1. the ultimate in investment advice with more choice for executing trades. Clients will continue to have access to valuable advice from a ScotiaMcLeod Investment Executive, but they can now choose whether they want to trade through their advisor, online or through automated telephone service;
  2. a seamless link between their brokerage and Scotiabank bank accounts and online and telephone access to account information;
  3. online access to market data and analysis as well as leading, proprietary and third party research. The proprietary research available online with i:PARTNER includes recommendations from 25 Scotia Capital analysts on approximately 400 Canadian publicly listed companies (covering all 14 TSE sectors), as well as guidance on interest rates, currencies, and commodity prices;
  4. a client-focused pricing model designed for clients with investments of $75,000 and above. This new and innovative structure features a fee tiered by asset class and a highly competitive cost per transaction depending on how clients elect to trade.

"The i:PARTNER structure is based on extensive research from both our full service and online clients," said James Werry, Managing Director, ScotiaMcLeod. "Clients told us they were ready for a new type of investment solution where they have the best of both worlds: trusted advice from their Investment Executive when they need it and the opportunity to do their own trades. Their insight shaped the design of i:PARTNER -- a revolutionary service that takes investing to the next level."

Scotiabank is one of North America's premier financial institutions, with more than C$243 billion in assets and approximately 41,000 employees worldwide. It is also Canada's most international bank, with more than 1,700 branches and offices in over 50 countries on six continents. Scotiabank is on the World Wide Web at www.scotiabank.ca. ScotiaMcLeod is part of Scotiabank's Wealth Management division and is one of Canada's leading full-service investment dealers, with C$43 billion in assets under management and over 80 branches across the country. Visit us at www.scotiamcleod.com.


 




The information contained on this website is for use by persons resident in Canada only.



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