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Contact Us

Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Who We Serve

 
"Our investment practice is most rewarding for clients who want the flexibility and personal attention of a boutique family office, but who value the resources and security of a major financial institution."
 
- Scot McLeod

Individuals and Families
We have a long history of helping Canadians manage their wealth throughout their lives and across generations. 

Retirees
We help clients plan and enjoy a care-free retirement while preserving the financial future of their families.

Busy Professionals
Clients with demanding schedules rely on us to efficiently address all of their financial needs through targeted analysis, strategic advice and innovative ideas. Professions we work with include:

Corporate Executives
Dentists and Orthodontists
Doctors and Nurses

Lawyers and Judges
Engineers and Architects
Accountants and Consultants

Business Owners and Entrepreneurs
We help clients maximize the value of their businesses through independent thinking, thoughtful advice, and business transition strategies. We also provide corporate account management, group retirement solutions for employees, and leverage our commercial banking relationships at BMO. Industries we work with include: 
 
Oil and Gas
Farming and Agriculture
Industrial Services
Automobile Dealership
Manufacturing
Home Building and Construction
Real Estate Development
Technology and Media