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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

Investment Management

With access to a complete universe of investment research, models and managers, we can construct a total investment portfolio that is direct, transparent, and closely tailored to your personal goals. For almost 40 years, our clients have relied on us to reduce downside risk and preserve capital through all stages of the business cycle while still participating in market growth. 

Powered by award-winning research from BMO Capital Markets, the members of our Research Team hold relevant professional designations such as:
  • CFA — Chartered Financial Analyst
  • CIM — Chartered Investment Manager
  • CMT — Chartered Market Technician


Privately Managed Portfolio Accounts
  • Ideal for individuals & families, trusts, private corporations & foundations
  • Managed on a discretionary basis by your registered Portfolio Manager
  • Account types include TFSA, RRSP, RRIF, RESP, IPP, LIRA, LIF, Corporate, Non-registered, etc.
  • Assets are not pooled with other investors
  • Direct ownership of stocks, bonds, and ETFs
  • Cost-effective and tax-efficient
  • Core & satellite discretionary investment models:
    • Balanced, All-Weather Portfolio Models
    • Core Dividend & Growth Companies
    • Small Cap Companies
    • Quantitative Factor Models
    • Tactical ETF Asset Allocation
    • ESG Global Sustainable Companies
    • Convertible Bonds and Preferred Shares
    • Options Trading Strategies
    • Corporate and Government Bonds

Investment Counselling

  • Ideal for public institutions, associations, and endowments
  • We evaluate, select and monitor third-party institutional asset managers
  • Includes Separately Managed Investment Pools or F-class Funds:
    • North American Equity and Fixed Income
    • International and Emerging Markets
    • Global Real Estate and Infrastructure
    • Alternatives, Private Equity and Hedge Funds

Portfolio Solutions to Fit Your Objectives

  • High Risk-adjusted Returns
  • High Absolute Returns
  • Low Correlation
  • Low Volatility
  • Inflation Protection
  • Consistent Income