800 Manulife Place
10180 - 101 Street
Scot has been excelling in the investment industry for over 35 years. He holds the Chartered Investment Manager designation and has been appointed Senior Vice President and Managing Director by the board of directors of BMO Financial Group.
The founding partner of the McLeod Wealth Management group, Scot is the chair of our investment committee and our chief portfolio manager. He works closely with each of our clients to develop customized portfolios based on a thorough assessment of their investment priorities, risk tolerance, and income requirements.
In addition to his investment expertise, Scot is able to fully leverage the extensive wealth planning resources of our firm. He has a long history working with professionals and entrepreneurs in a wide range of industries and has served on the board of directors for several client-owned companies. He is also passionate about philanthropy and served for seven years on the board of directors for the Glenrose Rehabilitation Hospital.