For Clients

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We sincerely appreciate your business and we are here to help you.

Some useful workbooks:
-Financial Workbook (pdf-105kb)
-Retirement Planning Workbook (pdf-204kb)

Administration Forms
Kindly download the appropriate form from the list below, complete it and mail it to us here. Please contact us if you have any questions.

Add a Full Power of Attorney to you Account Section 1 (PDF-26kb)
Add a Full Power of Attorney to you Account Section 2 (pdf-25kb)
Update your RRSP Beneficiary(s) (pdf-24kb)
Deed of Gift (pdf-24kb)
4 Steps to Accessing your ScotiaMcLeod Accounts On Line (pdf-25kb)
Change of address, telephone or email: Please email Bev Moir

Investment Forms
Start Monthly Contributions to Your Investment Account (PDF-27kb)
Change your Monthly Contributions to Your Investment Account (PDF-27kb)
Allow us to Debit your Scotiabank Account (PDF-24kb)
Source of Funds for Bank Drafts (PDF-22kb)
Transfer Form for Non-Registered Accounts (PDF-27kb)
Transfer Form for Registered Accounts (PDF-39kb)
Best Mix Investor Profile Questionnaire (PDF-72kb)