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Contact Us

Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

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

Do I Qualify?

Our service is available to a limited number of clients located throughout Canada and the United States. Based on the size of your portfolio and the complexity of your financial situation, our team can offer a dedicated approach that is most appropriate for you.

$200,000 to $500,000
Your wealth advisor will work with you over the phone or via web-based conferencing, providing face-to-face meetings as needed. 

$500,000 to $10 million
Your personal portfolio manager and wealth advisory team provide face-to-face comprehensive planning on an ongoing basis.

$10 million to $100 million and up
For individuals with particularly complex financial and estate considerations, our Private Client Group provides the highest level of expertise and knowledge.
Please contact the McLeod Wealth Management group directly to find out if our service is the right fit for you.

(780) 945-5227