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Scot McLeod


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



My Background

I manage our clients’ investment portfolios with a value bias, seeking attractive risk-return opportunities whether the goal is capital preservation or enhanced growth.  I start with bottom up stock analysis and examine quality businesses through the lens of macro-economic trends and changing industry dynamics.  If we can limit losses in difficult market environments, our portfolios can outperform the indices over time.  We take great pride in our ability to foster multi-generational success for wealthy families and enjoy coaching and mentoring the younger generation.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.