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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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Boutique feel. Institutional strength.

Why Our Firm

For over 100 years, BMO Nesbitt Burns has worked with individuals, families and institutions throughout Canada to help build, preserve and transition their wealth. With more than 50 offices from coast to coast, BMO Nesbitt Burns is backed by BMO Financial Group and is a member of the Canadian Investor Protection Fund. 

Learn more about the protection available to our clients
Learn more about BMO Capital Markets Award-Winning Research

Why Our Team

With over 35 years of valuable investment industry experience, the McLeod Wealth Management group has safely navigated clients through challenging market environments. By bringing together specialized experts and thought leaders in a variety of areas of wealth management, we offer clients the best of both worlds: the personal attention and high-touch service of a dedicated family office, powered by the award-winning research, resources and technology of a major financial institution.
 
 
Our Investment Committee
 
     

Scot McLeod, CIM
Senior Vice President, Managing Director
Portfolio Manager

780-945-5230
scot.mcleod@nbpcd.com
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Kurt Mcleod

Kurt McLeod, JD
Investment Advisor

780-945-5227
kurt.mcleod@nbpcd.com 
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Fazula Grosh, PFP
Associate Investment Advisor

780-945-5231
fazula.grosh@nbpcd.com


Sandy Hajar
Investment Representative

780-945-5277
sandy.hajar@nbpcd.com

 

  
Our Wealth Planning Partners

 
          

Nav Brar, CPA, CA, TEP
Senior Tax Manager,
Tax and Estate Planning
 


          

Rose Palma, CPA, CFP
Financial Planner,
Wealth Management Consultant


Jerermy Orser, MBA, CFP, CHS, CLU
Estate and Insurance Advisor



 
Shawna Albornoz, MTI, TEP, EPC
Vice President, Trust and Estate Planning
BMO Trust Company

Brian Bachman
Private Banker
BMO Private Bank

 

Todd Coleman, MBA, CGE, FEA
Vice President,
Business Transition Planning

 

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