Neil’s retirement

November 3, 2017

It is with mixed emotions that I announce that Neil Jamison, my business partner, mentor and father retired on October 31st.

After 55 years in the investment industry (in which I worked by his side for 21 years), he has decided to spend more time with his wife doing what they love, such as traveling, looking after 4 grandchildren and volunteering at Oakville Hospital. Neil also looks forward to playing more hockey and golf, which he has done his whole life.

He started his career at Doherty Roadhouse, specializing in mining, in the 1960’s. Eventually he moved into the role of stock broker at McLeod Young Weir, which was
the predecessor firm to ScotiaMcLeod. And now at age 75, he bids farewell to a long and prosperous career. We wish him continued health and wealth, always.

Attn: Business Owners

Proposed changes to tax planning opportunities

September 15, 2017

The Federal Government is reviewing certain tax planning opportunities, with a view of making changes. The proposed measures may impact a significant number of business owners and shareholders of private corporations. Please see the attached proposals and discuss these with your accountant or wealth advisor.

Share the Wealth

When it's important to our communities it's personal to us

September 1, 2017

The Share the Wealth program was conceived as a way to celebrate the philanthropic efforts of employees by connecting everyone across the organization who contributes their time and exhibits leadership in their volunteerism. Share the Wealth showcases the good work done by our advisors and their teams, and it enables the ScotiaMcLeod Charitable Foundation to give back, by making donations to the charites that our employees are most passionate about, and most intimately involved in.

“People are involved with these charities because they’re a part of their lives — it’s personal. They’ve
had a family member with Parkinson’s; they’ve got a friend who has survived cancer, and they’re contributing because
they want to be a part of a better future.” Rob Gray – Foundation Board Chair

In 2017, advisors attending our national conference in Halifax contributed more than $800,000 to the Foundation! This was an amazing evening of fundraising, where colleagues joined together with personal pledges to donate a percentage of their annual earnings, and other generous lump sums. This will enable the Board to distribute more awards than ever before.