Investment, Portfolio and Cash Management

Investment advice from Polsinelli Financial Advisory Group of ScotiaMcLeod is always tailored to your particular needs at the time – and your future plans. Yet those needs and plans may change over time. As time goes on, adjustments will be made to your investments and savings so that your corporate, trust and personal solutions continue to align with your short- and long-term needs. You can be completely assured that all recommendations are best suited for you, your family and your practice or business. Polsinelli Financial Advisory Group of ScotiaMcLeod would be pleased to discuss the many investment choices and options you have, including Corporate Cash Management Accounts, personal investment accounts, foundations and trusts, Registered Education Savings Plans (RESPs) and Tax-Free Savings Accounts (TFSAs). Ultimately, your needs, goals and the plan designed for you guide the process and allow your Advisory Group to find the solutions that best work for you

  • How can I receive money from the government for my children’s education?
  • How can I receive tax-free investment income or growth from my portfolio?
  • How can I get the most value from the cash earning nothing in my accounts?
  • How can I turn tax-heavy investments into tax efficient investments?
  • How can I ensure that all my cash, corporate or otherwise, is secure and protected?
  • How can I get someone to manage my money for me and not for other interests?
  • How can I protect all my future and wealth from potential creditors or divorce?
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Investment, Portfolio and Cash Management