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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

McLeod Wealth Management

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About us

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5011
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Previous Next
Scot McLeod.

Scot McLeod, CIM®

Senior Portfolio Manager

Tel:

(780) 498-5011

Email:

scot.mcleod@cibc.com

For over 40 years, I have been providing advice and long-term personalized solutions through collaboration with clients. My goal is to safeguard their capital while achieving long-term returns without excessive risk. Throughout my career, I have guided individuals, families, and businesses through various market conditions, focusing on customized investment strategies, retirement planning, and wealth preservation. Additionally, I educate and prepare the younger generation to meet clients’ multi-generational needs.

My business is built on understanding the unique circumstances of clients. I believe effective recommendations are made by first understanding clients’ goals and objectives. My extensive knowledge and commitment to building strong relationships have earned trust across generations. I combine deep industry insight with a personalized approach, ensuring that each financial plan meets unique needs and objectives. As markets evolve, I stay informed about industry trends, offering prudent advice for building and protecting wealth, irrespective of life stage or economic climate. I find it rewarding to see my clients achieve financial success and security through my guidance.

I have also volunteered in various capacities over the years, serving on the boards of the Glen Rose Hospital Foundation and the Northern Alberta YMCA Foundation, and assisting several companies with their long-term strategic planning.

Fazula Grosh.

Fazula Grosh, PFP

Senior Wealth Advisor

Tel:

(780) 498-5006

Email:

fazula.grosh@cibc.com

Scot and I work closely to shape a wealth management philosophy centered around an exceptional client experience.  Together, we've created a practice defined by trust, care, and exceeding expectations.  I find it deeply rewarding to see clients achieve financial success and long-term security through thoughtful guidance. I believe strongly in the importance of preparing the next generation for a smooth and informed transfer of family wealth

My commitment to professional development comes from a drive to deliver outstanding service to clients through every stage of their financial journey.  Over the past 35 years, I've built a reputation as a client-focused professional grounded by an unwavering commitment to excellence and advocacy enabling clients to reach their financial and lifestyle goals.

Outside of work, I find joy in exploring new destinations and experiencing different cultures through travel. Maintaining my health and wellness is important to me, so I engage in various fitness activities such as yoga, and exercise. Additionally, spending quality time with my family is a cherished part of my life.

Sandy Hajar.

Sandy Hajar

Financial Associate

Tel:

(780) 429-8944

Email:

sandy.hajar@cibc.com

With over 29 years of dedicated service to McLeod Wealth Management group, I bring a deep understanding of the investment industry and a strong commitment to client satisfaction.   Before joining our team, I held a variety of roles within the financial sector, giving me a well-rounded perspective on the practical needs and goals of our clients.  

Known for my positive attitude, efficiency, and attention to detail, I take pride in delivering exceptional service – a quality our clients recognize and value. Outside of work, life stays full and fulfilling as a proud mother of four.

Scot McLeod.

Scot McLeod, CIM®

Senior Portfolio Manager
(780) 498-5011
Opens in your telephone provided application.
scot.mcleod​@cibc.com
Opens in your email provided application. Opens in a new tab.

For over 40 years, I have been providing advice and long-term personalized solutions through collaboration with clients. My goal is to safeguard their capital while achieving long-term returns without excessive risk. Throughout my career, I have guided individuals, families, and businesses through various market conditions, focusing on customized investment strategies, retirement planning, and wealth preservation. Additionally, I educate and prepare the younger generation to meet clients’ multi-generational needs.

My business is built on understanding the unique circumstances of clients. I believe effective recommendations are made by first understanding clients’ goals and objectives. My extensive knowledge and commitment to building strong relationships have earned trust across generations. I combine deep industry insight with a personalized approach, ensuring that each financial plan meets unique needs and objectives. As markets evolve, I stay informed about industry trends, offering prudent advice for building and protecting wealth, irrespective of life stage or economic climate. I find it rewarding to see my clients achieve financial success and security through my guidance.

I have also volunteered in various capacities over the years, serving on the boards of the Glen Rose Hospital Foundation and the Northern Alberta YMCA Foundation, and assisting several companies with their long-term strategic planning.

Fazula Grosh.

Fazula Grosh, PFP

Senior Wealth Advisor
(780) 498-5006
Opens in your telephone provided application.
fazula.grosh​@cibc.com
Opens in your email provided application. Opens in a new tab.

Scot and I work closely to shape a wealth management philosophy centered around an exceptional client experience.  Together, we've created a practice defined by trust, care, and exceeding expectations.  I find it deeply rewarding to see clients achieve financial success and long-term security through thoughtful guidance. I believe strongly in the importance of preparing the next generation for a smooth and informed transfer of family wealth

My commitment to professional development comes from a drive to deliver outstanding service to clients through every stage of their financial journey.  Over the past 35 years, I've built a reputation as a client-focused professional grounded by an unwavering commitment to excellence and advocacy enabling clients to reach their financial and lifestyle goals.

Outside of work, I find joy in exploring new destinations and experiencing different cultures through travel. Maintaining my health and wellness is important to me, so I engage in various fitness activities such as yoga, and exercise. Additionally, spending quality time with my family is a cherished part of my life.

Sandy Hajar.

Sandy Hajar

Financial Associate
(780) 429-8944
Opens in your telephone provided application.
sandy.hajar​@cibc.com
Opens in your email provided application. Opens in a new tab.

With over 29 years of dedicated service to McLeod Wealth Management group, I bring a deep understanding of the investment industry and a strong commitment to client satisfaction.   Before joining our team, I held a variety of roles within the financial sector, giving me a well-rounded perspective on the practical needs and goals of our clients.  

Known for my positive attitude, efficiency, and attention to detail, I take pride in delivering exceptional service – a quality our clients recognize and value. Outside of work, life stays full and fulfilling as a proud mother of four.

 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
Previous Next
John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Richard McBryer.

Richard McBryer, CFP®

Financial Planning Consultant

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

Eric Shenstead

Eric Schenstead, CLU, TEP, CFP®

Estate Planning Specialist

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant

Email:

caroline.obee@cibc.com

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.

Richard McBryer.

Richard McBryer, CFP®

Financial Planning Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

Eric Shenstead

Eric Schenstead, CLU, TEP, CFP®

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant
Opens in your telephone provided application.
caroline.obee​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Richard McBryer.

Richard McBryer, CFP®

Financial Planning Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

Eric Shenstead

Eric Schenstead, CLU, TEP, CFP®

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant
Opens in your telephone provided application.
caroline.obee​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Richard McBryer.

Richard McBryer, CFP®

Financial Planning Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.