* Want objective investment advice. The
foremost benefit to our clients when investing
through Partnership Plus is the removal of
any perceived
conflict
of interest. In a fee-based environment, our clients are reassured that our
decisions are driven solely by investment objectives. Partnership Plus positions
our clients and ourselves "on the same side of the table".
* Want investment strategies to be initiated by their advisors. Investors
who often look for expert advice before making decisions would choose this type
of account over a transaction based account.
* Are long-term investors. Transactions are free of charge up to a limited number.
Investors who are active traders are likely more suited for a normal transaction
based account or our i:Partner online trading alternative.
* Have a balanced portfolio. Lower fees are charged on fixed income and
mutual fund investments. The Partnership Plus program appeals to our clients
who own
a mix of fixed income and equity investments.
For one annual fee, this program offers you
a wide variety of valuable services:
* Ongoing objective advice
* Annual fee that includes all trading commissions
(up to a limited number), product
switching and RRSP administrative costs
* Buy & sell decisions that are based
on your strategic needs and not on commission
costs
* Mutual funds purchases without front end or
back end load fees
* Access to highly sought-after, top ranked
research and insights
* Online access to account information,
statements, research and stock quotes
How it works: Clients are charged an annual
fee that is a percentage of the total family
assets under administration in the Partnership
Plus program. This fee is assessed quarterly,
based on the average total family account balance.
Key Benefits: A key benefit
of our price structure is that, as the amount
of assets in your accounts
grow the percentage fee you are charged decreases.
This is just one way we reward the success
of our clients.
The Partnership Plus Program fee in a non-registered
portfolio may be deductible on your income
tax return as an investment consulting fee.
Please consult your tax advisor for more information.
One of the best uses of Partnership Plus program
is through the adoption of ScotiaMcLeod’s
Guided Portfolios.
For an overview click:
Overview of Guided Portfolios
For details click on the links below:
Canadian Core Equity Guided Portfolio
Holdings and Overview
Performance
Canadian Income Plus Guided Portfolio
Holdings and Overview
Performance
U.S. Core Equity Guided Portfolio
Holdings and Overview
Performance
Please note: Fixed Income Guided Portfolios
are available upon request.
As always, we hope you enjoy the following
edition of Investment Portfolio Quarterly and
encourage you to contact us to provide you
with additional information on the strategies
outlined and to develop personalized recommendations
that reflect your individual needs and goals.
Investment Portfolio Quarterly
To view more investment research tools that
can be used in the Partnership Plus Program
please click here:
Investment Research
