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Frank Russell Lifepoints

ScotiaMcLeod is pleased to offer for a limited time, a unique opportunity for our group plan clients to invest in the Russell Lifepoints Portfolios.

These multi-asset, multi-style, multi-manager portfolios offer custom performance reporting, complete diversification, and ongoing monitoring that is usually only available to large individual or institutional investors.

Normally the minimum investment is $5,000 for these portfolios.  For ScotiaMcLeod group plan clients investing via payroll deduction, there is now only a $200 minimum investment, with an expectation of $5,000 being invested within a year.

(Please note that accounts having a market value less than $5,000 can be closed out at current market values by Russell at their discretion if no contributions have been made in the last 6 months.)

Simply select the appropriate Lifepoints portfolio for your investor profile on your ScotiaMcLeod investment form CA62.

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

More on Russell Lifepoints

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