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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

BMO Financial Group

  • Highly diversified global fiinancial institution established in 1817
  • Total assets over $710 Billion 

Our Firm  |  BMO Nesbitt Burns

  • Full-service investment brokerage firm backed by BMO Financial Group
  • Established in 1912, currently with over 50 offices from coast to coast
  • Member of the Canadian Investor Protection Fund

Our Team  |  The McLeod Wealth Management group

  • Over 38 years of experience managing wealth for individuals, families and institutions
  • Registered Portfolio Manager providing discretionary investment services
  • Private family-office approach, powered by the resources and technology of BMO

“Our investment practice is most rewarding for clients who want the flexibility and
personal attention of a boutique 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



Our Wealth Planning Partners


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


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

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

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

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Paul Lytle
Private Banker
BMO Private Bank


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


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