TORONTO, June 22 /CNW/ - Starting today, Scotia Private Client Group
Clients with Scotia Cassels accounts will be able to view their investment
portfolios on the internet through Scotia OnLine, Scotiabank's internet
"Our clients have expressed interest in having the ability to view their
portfolio positions quickly and easily and we are very excited to be able to
offer them this service through Scotia OnLine," said Tuula Jalasjaa, Managing
Director and Head, Investment Management Distribution, Scotia Private Client
Group. "We believe that giving clients the power to keep themselves informed
on how their portfolio is performing will strengthen the relationship with
their portfolio manager."
Through Scotia Online, Bank clients who also have an investment account
with Scotia Cassels will be able to view all their Scotiabank accounts,
lending products and holdings via a single sign-on platform easily and
seamlessly. Currently, Scotia Cassels mails quarterly statements to clients
and provides monthly statements upon request. This system allows clients to
get updates when they want them without the need to mail large paper based
"This is a stepping stone for Scotia Private Client Group in continuously
improving the ways in which we communicate with our clients," added Ms.
Jalasjaa. "This and future online integrations will allow us to cut down
significantly on the number of mailings we make to clients and the amount of
paper we use."
Scotia Private Client Group provides integrated wealth management
solutions to affluent Canadians through its team of experts approach in 13
centers across Canada. Relationship Managers work with Financial Planning,
Private Banking, Investment Management Services, Will and Estate Planning,
Insurance and Tax experts to provide a holistic financial plan.
Scotiabank is one of North America's premier financial institutions and
Canada's most international bank. With close to 69,000 employees, Scotiabank
Group and its affiliates serve approximately 12.8 million customers in some 50
countries around the world. Scotiabank offers a diverse range of products and
services including personal, commercial, corporate and investment banking.
With more than $513 billion in assets (as at April 30, 2009), Scotiabank
trades on the Toronto (BNS) and New York Exchanges (BNS). For more information
please visit www.scotiabank.com.
For further information:
For further information: For media inquiries: Paula Cufre, Scotiabank
Public Affairs, (416) 933-1093, firstname.lastname@example.org