Your ScotiaMcLeod investment team, The Tucker Willson Group, is pleased to provide this page to give you access to the tools to administer your account. Please refer to the Tucker Willson Brochure for an introduction to ScotiaMcLeod and your advisory team or refer to our website, www.tuckerwillson.com, to find out more about your lead advisors.

ScotiaMcLeod Plan Benefits
Some of the many benefits of your ScotiaMcLeod group plan are:

• ScotiaMcLeod RRSP accounts can hold a wide variety of investments including mutual funds, bonds, stocks, GICs, etc.
• Individual & spousal RRSP accounts
• No front-end or deferred sales charges (i.e. no loads) on over 2,000 of the most popular load mutual funds
• Pre-authorized contribution (PAC) plans for dollar cost averaging
• Individualized investments & professional investment advice
• Scotia Reality Check Financial Plan
• Ability to consolidate assets (download transfer form)
• Online performance monitoring with ScotiaOnline
• Monthly statements
• ScotiaMcLeod seminars and one-on-one meetings at your location, on request
• Investments for as little as $50 per month
• Low fee investments like index funds
• Non-RRSP investments like RESPs
• Specialty funds like "Ethical Funds"
• Domestic & foreign investments
• Tax saving ideas like Labour Sponsored Investment Funds (LSIFs) and flow through shares, as appropriate
• RRSP loans at prime at the Bank of Nova Scotia
• Lump sum contributions anytime

Investment Choices
One of the benefits of your ScotiaMcLeod is the multitude of investment options. Your account can hold stocks, fixed income products, any of over 4,000 mutual funds (almost all with no loads), income trusts, new issues or any other type of retail investment. Because the breadth of these options may seem daunting, we have come up with a short list of recommended mutual funds suitable for The Tucker Willson Group employees.

Need More Information?
Contact your lead advisor for assistance.
 

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