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The Pinnacle Program
Founded in 1997, the Pinnacle Program is one of ScotiaMcLeod's premier investment solutions, featuring leading money managers from around the globe. The Pinnacle Program is founded on a highly disciplined investment management consulting process that has traditionally been reserved for large-scale institutional investors and pension funds.
Leveraging this process and drawing on a dedicated team of leading investment professionals, your ScotiaMcLeod advisor will work with you to develop a highly customized strategy, select the best money managers to execute that strategy and provide ongoing performance evaluation and reviews. This gives you the peace of mind of knowing that your portfolio is being managed by experts, regardless of its complexity.
The Pinnacle Program is an all-encompassing program that offers:
- A Personalized Investment Policy Statement, designed to reflect your needs and goals.
- Multi-level Diversification, provided by asset
class, market capitalization, country and investment style to increase
your portfolio's potential returns while managing risk accordingly.
- Manager Selection and Due Diligence conducted by
Northern Trust Global Advisors, a leading investment management
consulting firm. Leveraging their expertise ensures that our money
managers have been thoroughly researched and analyzed prior to adding
them to your portfolio.
- Risk Control. Checks and balances are used to manage your portfolio's overall risk.
Investment Principles
We take the time to understand your financial goals so that we can implement a customized investment strategy.
Fee Structure
When you enrol in the Pinnacle Program, you'll pay one annual fee.
The fee will cover consultations with your ScotiaMcLeod advisor, management of your portfolio and any adjustments to your investment policy or fund allocation. Regular reviews and quarterly performance summaries of your portfolio are also included in the annual fee. The fee will be calculated as a percentage of the assets in your portfolio and charged to your account on a quarterly basis.