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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230
Tel: 1 800-661-7423

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

 
We believe that a thoughtful financial plan is invaluable to the investment process. Our clients receive ongoing support from a team of dedicated in-house financial planners who work with you to create a personalized Wealth Plan that aligns with your retirement and estate goals. Your Wealth Plan becomes a living document that is continuously monitored, reviewed and updated as you reach new milestones and your financial circumstances evolve.
CFP — Certified Financial Planner
CPA — Chartered Professional Accountant
CFA — Chartered Financial Analyst
CLU — Chartered Life Underwriter
TEP — Trust & Estate Practitioner

 

Areas of Expertise

  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Trust and Estate Planning
  • Business Succession and Career Transition
  • Philanthropy and Charitable Giving

 
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