Administration & Service Fees

Services covered by your RRSP Administration Fee

  • Administration of the account
  • Mailing of monthly/quarterly statements
  • Registration of the account with Canada Customs & Revenue Agency
  • Preparation and mailing of tax receipts
  • Access to the widest range of RRSP eligible investments
  • Safe custody of securities (including CCPC shares)
  • Ability to perform securities swaps and "in-kind" contributions
  • Experienced & objective advice from a dedicated ScotiaMcLeod advisor
  • Investment monitoring and periodic updates
  • Retirement Planning Analysis
  • Convenient direct or pre-authorized contributions through bank accounts
  • Online tools & services including access to our award winning research
  • Online account access 24/7
  • Ability to consolidate all investments at one place, yet remain fully diversified, resulting in greater convenience and opportunity for maximizing performance

You receive all the financial planning services and advice offered by your investment advisor and team at no charge.

Download the ScotiaMcLeod Administration & Service Fees brochure (.pdf 38k) for quick summary of fees charged on your account.

Please see the appropriate pages of the Term and Conditions for more information about account fees.

Please note that your fees may differ from these due to your group plan's particular arrangements with ScotiaMcLeod.  Check your plan details for specifics.
 

 



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.