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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

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

Get A Second Opinion

When our team provides a second opinion on your investment portfolio, there are six key questions that we help you answer:
  1. Is your advisor limited to in-house funds or products?
  2. Is your advisor avoiding conflicts of interest?
  3. Is your portfolio performing as it should?
  4. Are there similar or better solutions available at a lower cost?
  5. Are you on track to meet your long-term goals?
  6. Are you prepared for a market correction or recession?

The answers to these key questions will help determine whether you can benefit from making a change to your investment strategy, or whether you should stick with your current approach. 


Who We Are

BMO Wealth Management
$49 Billion Assets Under Management

Our Team
Registered Portfolio Manager with over 38 Years of experience

Our Mission
To provide the most effective, personalized wealth management service of its kind for best-in-class value

"Our investment practice is most rewarding for clients who want the flexibility and personal attention of a dedicated family office, but who value the resources and security of a major financial institution." — Scot McLeod

Scot McLeod
Senior Vice President
Managing Director
Portfolio Manager