A large part of our role as your advisor involves educating you about investing. We like to provide you with all the information you need to make wise choices. Below are links to more information on several topics that are of interest to many of our clients. (Visit our Glossary of Investment Terms for definitions of terminology.) Take a look at those that are of interest to you and as always, your ScotiaMcLeod Wealth Advisor is available to help you determine how these topics might fit into your overall financial plan. :

• Bonds, Bond funds, GICs and Stripped bonds
• CCPC (Canadian Controlled Private Corporation) Shares
• Deferred Profit Sharing Plans (DPSPs)
• Dividends and Mutual Fund Distributions
• Dollar Cost Averaging
• Estate Planning
• Ethical Funds
• Exchange Traded Funds (ETFs)
• Foreign Investing
• Homebuyer's Withdrawal
• Index Funds
• Insurance
• Labour Sponsored Investment Funds (LSIFs)
• Lifelong Learning Program
• Managed Account Programs (WRAP Accounts)
• Payroll Deduction Advantages
• Preferred Shares
• Registered Disabilities Savings Plans (RDSPs)
• Registered Education Savings Plans (RESPs)
• Spousal RRSPs
• Systematic Withdrawal Plans
• Tax Free Savings Accounts

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

For more web-based information resources, see our links & tools page.

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