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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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Keeping you informed and engaged at each step.

Industry-Leading Research
Our research division has been ranked #1 or 2 in Canada for the past 30 years by Brendan Wood International. Although our clients rely on us to distill meaningful information from market noise, those who take a more active interest in their investments benefit from unlimited access to our cutting-edge research and analysis.

Newsletter
In addtion to weekly and monthly market commentaries, we release a quarterly newsletter that provides big-picture context and an overview of topical trends in wealth planning.

Special Reports
We regularly release data-driven reports addressing specific industries, demographics, and financial issues that are relevant to our cilents and their families. Examples of previous topics include:  

  • "Boomer Retirement Will Not Put Small Businesses Out of Business"
  • "Estate Planning in the 21st Century: New Considerations in a Changing Society"
  • "Mind Games: What Behavioral Finance can Teach You About Investing"

Please contact Kurt McLeod to request a sample of our research or publications.