Stephen Whipp, (RIAC), CFP

Home / Stephen Whipp, (RIAC), CFP

Stephen

RIA Advisor Logo 2014 webManaging Director
Stephen Whipp Financial
Responsible Asset Management
Leede Jones Gable Inc.

734 Goldstream Ave.
Victoria, B.C.
V9B 2X3

Tel: 250.405.3550 | Fax: 250.386.3550
Email | Website | LinkedIn

“Investing Today for a Better World Tomorrow”

Specializing in Ethical/Sustainable Investments and Values-based Financial Planning

Would you like to work with someone who shares your values and takes your style of wealth creation and preservation seriously?

Before coming to financial planning in the mid 1990s, Steve dedicated more than twenty years to environmental, justice, community and aboriginal issues in various parts of Canada. He worked for the Dene Nation in the Northwest Territories and the Moricetown Band, in B.C.; covered environmental and aboriginal issues as a journalist and columnist; managed public legal education programs, and advocated on northern, environmental and aboriginal issues on Parliament Hill. Steve was the founding executive director of the Telkwa Foundation, an environmental research organization, and was also one of the first western journalists allowed into China in the 70’s.

Steve now brings his strong sense of personal integrity and progressive values to the practice of financial planning. He assists his Leede Jones Gable Inc. clients with investment choices that meet their values and in finding lasting ways to give back to the community. Steve offers a unique blend of talents that can help meet his clients financial and social goals.

An Investment Advisor with Leede Jones Gable Inc. and an Insurance Agent with Lifeplan Insurance Agency in Victoria, B.C., Steve offers his clients across B.C. a full range of responsible financial planning services – from ethical investments, retirement, insurance*. and estate planning. Steve also handles stocks and bonds across Canada. Call Steve at 250-405-3550 or email [email protected].

Insurance services provided through Lifeplan Insurance Agency.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower