ScotiaMcLeod Inc. | Investment Executive https://www.investmentexecutive.com/post_company/scotiamcleod-inc/ Canada's news source for financial professionals Fri, 08 Aug 2025 19:27:08 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png ScotiaMcLeod Inc. | Investment Executive https://www.investmentexecutive.com/post_company/scotiamcleod-inc/ 32 32 Industry moves: Rachel Simard moves up at Desjardins Group https://www.investmentexecutive.com/news/industry-news/industry-moves-rachel-simard-moves-up-at-desjardins-group/ Fri, 25 Jul 2025 20:54:35 +0000 https://www.investmentexecutive.com/?p=516151 Plus, Adelaide Chiu leaves NEI Investments, and appointments at ScotiaMcLeod and Conexus Credit Union

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]]> Martin Lavigne joins ScotiaMcLeod https://www.investmentexecutive.com/news/people/martin-lavigne-joins-scotiamcleod/ Thu, 16 Mar 2023 15:58:43 +0000 https://www.investmentexecutive.com/?p=462279 Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

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]]> How advisors are positioning portfolios amid rising rates https://www.investmentexecutive.com/news/research-and-markets/how-advisors-are-positioning-portfolios-amid-rising-rates/ Wed, 11 May 2022 15:09:48 +0000 https://www.investmentexecutive.com/?p=444034 Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

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]]> Gilchrist named head of ScotiaMcLeod https://www.investmentexecutive.com/news/people/gilchrist-named-head-of-scotiamcleod/ Mon, 30 Sep 2019 21:38:48 +0000 https://www.investmentexecutive.com/?p=388001 Scotia veteran had held position on interim basis since May

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]]> ScotiaMcLeod head steps down https://www.investmentexecutive.com/news/people/scotiamcleod-head-steps-down/ Thu, 16 May 2019 17:44:17 +0000 https://www.investmentexecutive.com/?p=381973 Rob Djurfeldt is no longer with the firm

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]]> Two firms face opposite paths https://www.investmentexecutive.com/newspaper_/brokerage-report-card/two-firms-face-opposite-paths/ Fri, 27 Apr 2018 04:20:00 +0000 https://www.investmentexecutive.com/?p=349529 After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year

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]]> Firms woo former Scotia advisors https://www.investmentexecutive.com/newspaper_/news-newspaper/firms-woo-former-scotia-advisors/ Fri, 20 May 2016 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/firms-woo-former-scotia-advisors/ Advisors from other banks show interest in jumping ship

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]]> 2014 Brokerage Report Card: ScotiaMcLeod rewarded for improved technology https://www.investmentexecutive.com/in-depth_/report-cards/2014-brokerage-report-card-scotiamcleod-rewarded-for-improved-technology/ Mon, 05 May 2014 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/2014-brokerage-report-card-scotiamcleod-rewarded-for-improved-technology/ Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories

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]]> Taking the next step https://www.investmentexecutive.com/newspaper_/news-newspaper/taking-the-next-step/ Sat, 01 Mar 2014 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/taking-the-next-step/ Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat

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]]> Helping the late savers https://www.investmentexecutive.com/building-your-business/financial-planning/helping-the-late-savers/ Tue, 03 Sep 2013 15:40:00 +0000 https://www.investmentexecutive.com/uncategorized/helping-the-late-savers/ Examine cash flow and encourage RRSP contributions

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