Financial Advice

Access a world of opportunities - a full range of short and long-term investments including GICs, ETFs, bonds and stocks - with expert guidance every step of the way.

Personal portfolio management is ideal for clients who wish to delegate day-to-day investment decisions yet still have an advisor to talk to about their goals.

Pension-style management by notable third-party investment managers. Unlike mutual funds, SMAs are transparent. They are not pooled with other investors.

Group RRSPs and TFSAs with no cost to employers and no sales charges for employees. Easy set-up and payroll integration with digital onboarding and administration.

Put your money where your values are. When you choose responsible investing, you are making a statement about who you are and what you stand for.

Our insurance specialists draw on broad experience, from everyday work with families to complex corporate cases involving outside lawyers and accountants.

About Our Services

Our client process is straight-forward.

  1. First we get to know you.
  2. Then we recommend a strategy and investments that fit.
  3. We then monitor your progress and regularly update you.

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.

When to Consider a New Advisor

  • When you are retiring or thinking about it
  • When you haven’t heard from your advisor in years
  • When you need a second opinion
  • When you inherit money or sell a business
  • When you feel let down by the advice you are getting

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.