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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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What Sets Us Apart

True Wealth Management

  • Custom Investment Portfolios and Discretionary Management
  • Comprehensive Retirement, Tax and Estate Planning
  • Integrated Digital Platform and Concierge Services

Aligned Interests

  • Real fiduciaries with a duty to act in your best interest 
  • Unbiased advice  no hidden commissions or products
  • We eat our own cooking and invest alongside our clients

Multigenerational Trust

  • Client relationships lasting over 30 years and several generations
  • No personnel turnover ensures long-term continuity
  • We pick up our phones, and we know who you are
 
CONTACT US TODAY