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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


With access to a complete universe of investment research, models and managers, we will 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 while still participating in market growth. 

Privately Managed Portfolio Accounts
  • Ideal for individuals & families, trusts, private corporations & foundations
  • Managed on a discretionary basis by your personal Portfolio Manager
  • Account types include TFSA, RRSP, RRIF, RESP, IPP, LIRA, LIF, etc.
  • Assets are not pooled with other investors
  • Direct ownership of stocks, bonds, and ETFs
  • Cost-effective and tax-efficient
  • Includes proprietary investment models backed by award-winning research:
    • Core North American Dividend & Growth Model
    • Small Companies Model
    • Quantitative Factor Model
    • Tactical ETF Asset Allocation Model
    • ESG Global Sustainable Companies Model
    • Convertible Bonds and Preferred Shares
    • Options Trading Strategies
Investment Counselling
  • Ideal for public institutions, corporations 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