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Pinnacle


Pinnacle is recognized as one of the leading investment firms in Canada, Scotia McLeod has the experience and expertise to build portfolios tailored to suit your investment needs.  They are pleased to offer you a variety of investment products and services. 
 
Detailing what you need to know about developing an overall plan to guide all your retirement, estate, tax, education and investment planning decisions. They have developed innovative programs, which offer an alternative to commission-based trading. One of them is Pinnacle Program. When you enroll in the Pinnacle Program, you put the power of professional expertise to work for you. Through sophisticated asset allocation and a group of mutual funds developed specifically for Scotia McLeod and managed by leading money managers. You will find that reaching your investment goals can be easier than ever before.
 
The Pinnacle Program is an all-encompassing program that offers a written Investment Policy Statement of your investment objectives, goals and risk tolerance, strategic selection of the appropriate balance of asset classes, Involvement in those asset classes through an integrated program of specially developed mutual funds, The benefits of having a portfolio that holds a combination of funds managed by leading money managers, Annual portfolio review and Investment Policy update, Detailed quarterly portfolio summaries.
 
Statement that reflects your unique needs and goals and the construction and ongoing monitoring of a portfolio that is designed to provide multi-level diversification by asset class, market capitalization, country and money manager. These expenses includes taxes, interest, brokerage commissions for the purchase and sale of portfolio securities, legal, audit, trustee, custodial and safekeeping fees, administrative costs, investor servicing costs and the cost of reports and prospectus. The ratio of operating expenses excluding taxes, interest and brokerage commissions expressed as a percentage of the average daily net assets of the respective fund is referred to as the operating expense ratio. The operating expense ratio of each fund may not exceed 0.50 percent on an annualized basis as specified in the funds' Simplified Prospectus.
 
For the RSP Funds, the forward contract fees are excluded from the ratio of operating expenses. The 0.50 percent operating expense does not apply to the Pinnacle Balanced Income Portfolio, Pinnacle Conservative Balanced Growth Portfolio, Pinnacle Balanced Growth Portfolio, Pinnacle Conservative Growth Portfolio, Pinnacle Growth Portfolio and Pinnacle All Equity Portfolio.

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