Managed portfolios

Customized discretionary accounts

Managed portfoliosDepending on your investment preferences and investable assets, we offer the Managed Portfolio Program.

Unique to Scotia Wealth Management, this is a customized discretionary account designed and administered exclusively for you. Supported by an Investment Policy Statement (IPS) incorporating your specific return expectations, income requirements, risk tolerance, time horizon, and tax considerations, this account is managed personally by Dave Ritcey. Talk to Dave about it.