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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230
Tel: 403-296-1832

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

Westmount Corporate Campus
100-4954 Richard Road SW
Calgary, AB
T3E 6L1

Award-Winning Expertise, Aligned With Your Interests.


Award-Winning Services
"Best Wealth Management in Canada"
"Best Full-Service Investment Advisory in Canada"
"Best Integrated Investment Advisor Digital Platform in Canada"
- Global Banking and Finance Review

Aligned Interests

As fiduciary, fee-based portfolio managers, we have a legal duty to act in your best interest and are compensated accordingly. Our service creates value through unbiased advice and ongoing investment management, not by selling financial products. And we eat our own cooking.

Multi-Generational Trust

We have client relationships lasting over three decades, with many families choosing to incorporate second and third generations into our practice. To meet this demand, our team is designed around a succession plan that ensures lasting continuity for long-term clients.