ScotiaMcLeod Inc. – Investment Executive

Martin Lavigne joins ScotiaMcLeod

melissa — Thu, 16 Mar 2023 15:58:43 +0000

Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

danielc — Wed, 11 May 2022 15:09:48 +0000

Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

melissa — Mon, 30 Sep 2019 21:38:48 +0000

Scotia veteran had held position on interim basis since May

melissa — Thu, 16 May 2019 17:44:17 +0000

Rob Djurfeldt is no longer with the firm

Alan — Fri, 27 Apr 2018 04:20:00 +0000

After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year

Jean-Marc Jutras — Fri, 20 May 2016 05:00:00 +0000

Advisors from other banks show interest in jumping ship

Alan — Mon, 05 May 2014 15:30:00 +0000

Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories

Alan — Sat, 01 Mar 2014 05:00:00 +0000

Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat

Tue, 03 Sep 2013 15:40:00 +0000

Examine cash flow and encourage RRSP contributions

Wed, 17 Apr 2013 19:30:00 +0000

Advisors need to remind home-owning clients to diversify their investment portfolios