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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

Who We Serve

We work closely with clients located throughout Canada and the United States via phone, video-conferencing, and in-person meetings.

Across Life Stages

  • Young Professional
  • Pre and Post-Retirement
  • Long-term care
  • Intergenerational wealth transfer

Busy Professionals

  • Corporate Executives and Directors
  • Dentists, Doctors, and Health Care Professionals
  • Lawyers and Judges
  • Engineers and Architects
  • Accountants and Consultants

Business Owners and Entrepreneurs

  • Oil and Gas
  • Farming and Agriculture
  • Industrial Services and Manufacturing
  • Car Dealerships and Franchisees
  • Home Building and Construction
  • Real Estate Development
  • Technology and Media


  • Private Corporations
  • Family Trusts and Private Foundations
  • Non-profits and Public Endowments