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Proven expertise over the long term.

M

ajendie Wealth Management at ScotiaMcLeod offers conservative wealth management to our private clients through five discretionary portfolios managed by Nick Majendie. In addition to Mr. Majendie’s extensive, in-depth market research, we are able to draw on the wisdom of other top market strategists and research analysts in the Scotia group and via ScotiaMcLeod's Discretionary Manager Program. Our clients deal directly with Nick Majendie who, in effect, becomes their personal wealth manager. We can also offer access to some of the best investment managers in Canada, U.S. and Internationally.

Managing your investments is only one part of our wealth management process.
Working closely with ScotiaMcLeod and Scotiabank Group, we help our clients meet their increasingly sophisticated needs through the provision of a detailed financial plan, Estate & Trust Services, Private Banking Services, Insurance solutions, charitable giving, accounting & tax planning, and business succession planning.

Our services are tailored for clients with a minimum of $1 million in investable assets, who are looking for a long term investment and manager relationship and who could benefit from discretionary money management. Some of our clients may have complex investments portfolios and also benefit from the complete wealth management services offered through ScotiaMcLeod.

Anchor Managed Funds

In addition to Majendie Wealth Management discretionary accounts, Mr. Majendie directs ScotiaMcLeod's Anchor Managed Funds, which includes three mutual funds:      

      ●    Anchor High Income

      ●    Anchor Dividend Growth

      ●    Anchor Defensive Income Fund

These funds are managed in the same way as three of Majendie Wealth Management's discretionary portfolios.  They are availalbe through Majendie Wealth Management and through any ScotiaMcLeod and Dundee Advisor.

Upcoming Presentations

Mr. Nick Majendie will be holding his  next Portfolio Strategy Presentation in September 2014. If you have an interest in attending the presentation, please register or contact Nandita Puri at (604) 601-1557 This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   for any enquiries.


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