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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

The more successful you become, the more you have to gain.

Who We Benefit
Our private investment counsel manages portfolios greater than $1 million, however we often work with individuals and families on a developmental basis prior to large liquidity events such as the sale of property or an estate transition. Those who have benefitted most from our practice include:

  • Entrepreneurs, Business Owners and Busy Professionals
  • Retirees, Legacy Builders and Philanthropists
  • Multi-generational Estate Beneficiaries
  • Corporations, Trusts and Private Foundations