Our client process is straight-forward.
At Leede Jones Gable, our investment advisors are committed to not only achieving their clients’ goals, but to building long-term relationships.
When you open an account with Leede Jones Gable, you get the resources you would expect from a large, full service dealer — including instant access to major Canadian, US, and overseas markets. You also receive expert advice from some of the most seasoned professionals in the industry.
As a Leede client, you have convenient access to your account information online:
Documents – Monthly statements, trade confirmations and tax slips
Account Status – For clients who need daily updates of account holdings, activity, and outstanding trades
Unlike most large brokerage firms which deal primarily with institutional investors, Leede Jones Gable derives 95% of its business from individual investors and organizations. Our services are specifically designed to meet their investment needs.
If you don’t know a Leede Jones Gable advisor, contact your local branch manager. He or she will take the time to understand your needs and recommend an advisor for you.
Depending on your preferences, your strategy can be fully managed or retain your involvement in decisions. In either case we will keep you up to date with monthly statements and annual performance numbers so you can check your progress toward reaching your goals.