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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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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

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 
Connect on LinkedIn


Fazula Grosh
Associate Investment Advisor


780-945-5231
fazula.grosh@nbpcd.com
 


Sandy Hajar
Investment Representative


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

 


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
Director,
U.S. Cross-border Tax Planning