Leede Jones Gable’s move into the Responsible Investment space creates a home for advisors who want to be truly independent but have the resources and tools to develop a successful practice. Led by the team of Stephen Whipp Financial on Vancouver Island, advisors have access to some of the best ESG research in the world – Sustainalytics. We also believe that by being active shareholders we can assist companies in identifying issues that may affect their bottom line. With the help of SHARE we carry out about 40 shareholder engagements annually.
We are a national IIROC firm and 100% employee-owned. Operated by advisors for advisors, we believe our culture creates the atmosphere for advisor well-being and by extension, happy clients and a profitable firm.
Our advisors have access to a broad universe of investment products and the freedom to choose what’s best for the client. To round out our product line, we also have separately-managed accounts, an active portfolio manaager program for qualified advisors and estate planning services.