Forms

Contact Us for Pre-completed Forms

Nobody likes paperwork - but it is a necessary fact of life when dealing with investments. Please allow us to lighten the load. Contact us directly to discuss your needs and we'll happily send pre-completed forms for your review and signature. It is just one of the many features of our full service offering. Whether you want to open an account, make an RRSP contribution or advise of of an address change, we are here to speed you on your way.

To reach us directly, call 416-863-7777 or 1-800-387-9273 or email us at spiessmcgladeteam@scotiawealth.com. You can find contact information for individual team members at managedmoneyreporter.ca/contact_us/.

Miscellaneous Forms

Contribute to your RRSP

Use this handy investment order sheet to make a contribution to your existing RRSP account. 

Note: If making a contribution in January or February for the previous tax year, please courier or allow time for mailing. CRA will not allow us to accept a RRSP contribution received after the deadline, regardless of postmark.

Consider contributing to your RRSP online as an alternate.
 

Relationship Disclosure Document and Terms and Conditions

Review the Term and Conditions for more information about your account.
 

Send Us Your Forms

  • You can MAIL any forms to Brenda:
    Brenda Cordeiro
    ScotiaMcLeod
    P.O. Box 402, Scotia Plaza
    40 King Street West
    Toronto, ON M5H 3Y2
  • or FAX to Brenda at (416) 863-7479
  • or EMAIL free form instructions to us. (Please include your name, group plan if applicable, account number and new instructions).

For more information, or to request forms not listed here, please contact your ScotiaMcLeod investment team by email or by calling 416-863-7777 or 1-800-387-9273.

Click here if you don't have Adobe Acrobat Reader or can't download the above forms.

More on Account Administration

Open an Account
Manage Your Account
Statement Guide
ScotiaOnline
View demo or register for ScotiaOnline

 



Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. carl.spiess@scotiawealth.com
    allan.mcglade@scotiawealth.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.