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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?

Because we seek to provide a personalized, high-touch service, we are only able to work with a limited number of new clients. 

By Referral

While we generally accept new clients by referral from existing clients or other trusted professionals, we welcome interested parties to contact us directly to inquire about working with our team. 

Account Minimums

We do not require specific account minimums. Instead, we focus on the long-term potential and fit of each new client relationship. 

Customized Approach

Based on the size of your portfolio and the complexity of your financial situation, our team will provide a dedicated solution that is appropriate for your needs.

Under $1 million
Foundational financial planning and discretionary investment management

$1 million to $10 million
Enhanced wealth planning and core-satellite investment diversification

$10 million to $100 million and up
Complex financial and estate considerations requiring the most advanced expertise