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Why Should I Switch Firms? All Firms Are The Same…?

How Will You Help Me Manage and Grow My Business...?


We understand how much you do for your clients, and we're committed to doing more for you. When you join ScotiaMcLeod, you become part of a nationwide family of financial professionals dedicated to helping clients achieve their goals. Advisors choose ScotiaMcLeod for many reasons, including our holistic wealth management focus, broad capabilities and commitment to helping them grow their practices.

Here are more reasons why experienced advisors have taken a closer look and made the move to ScotiaMcLeod:

Our Core Values

Integrity, Respect, Commitment, Insight and Spirit drive everything we do for individuals, clients and the communities in which we live and work.

Our Vision

Our vision is to be the leader at winning primary Advisor relationships by retaining the “right” advisors, marketing and delivering strong value propositions, creating more capacity to grow, and acquiring the “right” clients. In Fredericton we are doing this. Our local advisor teams are running great businesses that any professional advisor would be proud of. We don’t compete with each other, we believe we all benefit when a colleague does a great job.

The Strength of ScotiaMcLeod and the Scotiabank Group Brand

Consulting firm Oliver Wyman named Scotiabank the only Canadian bank among the world's top 10 performing banks during the most difficult period for the global financial services industry – from August 2007 to December 2008.

A Small Firm Feel

ScotiaMcLeod has a small firm feel, with the power and stability of a big firm. We are the only firm that has not undergone acquisitions, meaning that every Advisor at ScotiaMcLeod has been hand-picked.

Our FABA Conference

FABA – “For advisors By advisors” – is an bi-annual conference held in venues such as Whistler, Ottawa and Chicago. The focus is on advisors helping other advisors. This is a great conference where advisors share best practices with colleagues – and it is also a lot of fun!

Small Firm Feel, Big Firm Support

Our objective is simple – to be the best at helping advisors grow terrific businesses!

Our strong sales culture, best practice sharing, Practice Management Group and Regional Marketing Consultants, along with the accessibility of senior management and our commitment to give advisors like you a voice in decision-making are all factors that make us leaders in business development.