Your ScotiaMcLeod Statement

Statement brochure

Reporting on your investments is very important to us. You will receive a statement for your ScotiaMcLeod account(s) monthly whenever there are account transactions during the month. If there is no activity you will receive quarterly statements. These will provide you with the details of any transactions over the reporting period and will summarize your investment holdings. We are very proud to be the only full service brokerage firm offering an RRSP statement which shows the total value of contributions to the plan, and the plan's growth since it was opened (or 1991, whichever is later). For more information on your statement and how to interpret it, please see our statement guide:

Note: Average cost does not reflect the original purchase price of a security where dividends have been re-invested. See why in our Dividend Distribution Example.

Understanding Time vs. Money (or Dollar) Weighted Returns

Time-weighted rates of returns and money-weighted rates of return both offer valuable insight to investors. While time-weighted return calculations are useful for assessing the performance of your investment managers relative to each other or market benchmarks, money-weighted calculations can help assess personal performance relative to individual financial plans and goals. Here are some links to help you better understand both ways of calculating rates of return:

More on statements and reporting

We would be pleased to provide you with additional information to help asses your account performance. A variety of performance reports are available upon request on each of your individual investments, consolidated by account. We can also help review the fees you are paying and saving in your ScotiaMcLeod account. Please contact us for more information.  


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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.