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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

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

Who We Are

BMO Wealth Management

  • $49 Billion Assets Under Management
  • Part of BMO Financial Group — a highly diversified global financial institution with total assets over $710 Billion 

BMO Nesbitt Burns

Our Team

  • Registered Portfolio Manager providing discretionary investment services
  • Over 38 years of experience managing wealth for individuals, families, and institutions

“Our investment practice is most rewarding for clients who want the flexibility and personal attention of a dedicated family office, but who value the resources and security of a major financial institution.“ — Scot McLeod


Scot McLeod
Managing Director, Senior Vice President
Portfolio Manager

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Kurt Mcleod

Kurt McLeod, JD
Investment Advisor

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Fazula Grosh
Associate Investment Advisor


Sandy Hajar
Investment Representative



Research Team


Stephan Rochon, CFA
Head of Equity Strategy

Kurt Mcleod

Richard Belley, CFA
Head of Fixed Income Strategy


Luigi Di Pede, CFA
Equity Analyst


Russ Visch, CMT
Technical Analyst

Wealth Planning Partners


Rose Palma, CPA, CFP, CIM
Director, Wealth Planning


Nav Brar, CPA, CA, TEP
Director, Tax and Estate Planning

Jeremy Orser, CFP, CHS, CLU
Insurance Advisor

Shawna Albornoz, MTI, TEP, EPC
Trust and Executor Services
BMO Trust Company

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Paul Lytle
Private Banker
BMO Private Bank


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Kim Comeau, CFA
Business Advisory and Succession Planning


Linda Leung, CPA, TEP
U.S. Cross-border Tax Planning