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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

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

Our Approach

We take a modern approach to proven investment strategies with an emphasis on common sense. We start with the time-tested principles that have guided our clients through several market cycles, and we continue to study and adopt new technologies that make the wealth management process more efficient.


Our Investment Philosophy

We believe that in order to achieve optimal results, a sound wealth management approach must balance four equally important principles: 
 
   Invest in quality for the long-term

   Manage risks and limit downside

  Control costs and justify fees

  Consider tax consequences
 
 

Investment Policy Statement

Your Investment Policy Statement (IPS) is a written policy drafted and agreed upon by you and your Portfolio Manager.
  • Tailored to your financial situation, long-term objectives, and personal preferences or constraints
  • Explicitly defines your long-term investment policy and management guidelines
  • Guides all discretionary investment decisions made on your behalf
  • Can be reviewed and revised at any time


Questions to Ask Us

Before deciding to work with us, we encourage you to do your research and ask questions so that you can evaluate us against the many options available to you.
  • What are your professional credentials?
  • What experience do you have?
  • How do you evaluate investments?
  • How do you charge for your services?
  • Do you have any conflicts of interest?
  • What types of clients do you work with?
  • Can you provide samples of client investment portfolios and wealth plans?
  • How often do you communicate with your clients?