Scot McLeod, CIM®
Senior Portfolio Manager
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, PFP
Senior Wealth Advisor
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
Financial Associate
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, CIM®
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, PFP
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
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.
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, 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 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
Senior Trust and Estate Consultant
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, B.Admin, PFP
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, CFP®
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 Schenstead, CLU, TEP, CFP®
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”.