Skip Navigation

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

Wealth Planning

Our clients receive access to complimentary wealth planning resources on an ongoing basis. Working closely with a team of dedicated in-house tax and estate experts, your wealth plan becomes a living document that is continuously reviewed and updated as your financial circumstances evolve.
Our Wealth Planning Partners have backgrounds in accounting, law and estate planning, and hold relevant professional designations such as:
  • CFP — Certified Financial Planner
  • CA/CPA — Chartered Accountant / Chartered Public Accountant
  • CFA — Chartered Financial Analyst
  • TEP — Trust & Estate Practitioner

REQUEST A SAMPLE WEALTH PLAN



Retirement Planning

  • Income options
  • Pension transitions
  • Business Succession
  • Tax efficient withdrawal

Insurance Planning

  • Disability and Survivor Income
  • Critical Illness and Long-term Care
  • Estate Preservation

Trusts & Estate Settlement

  • Trustee Services
  • Executor Services

Family Planning

  • Education Planning
  • Power of Attorney
  • Taking care of aging parents

Philanthropy

  • Private Family Foundations
  • Community Foundations
  • BMO Charitable Giving Fund

REQUEST A SAMPLE WEALTH PLAN