Approachable
We’ve always taken the position that if we are going to be the best at something it will be our culture. Advisors need to be at a shop where they are happy.
Profitable
Because we are employee-owned, we hold the line on salaries and discretionary expenses, which keeps our costs low and our payouts high.
Flexible
What’s in your toolkit? Chances are we have the same tools here. The difference is in how you use them and that’s where our flexibility comes into play.
Accountable
Management takes the view that we work for the advisor, not the other way around. That’s why we put a lot of effort into our advisor platform.
151
Investment Advisors
245
Employees
$2.7
Billion AUM
What makes a firm a good fit?
We believe we’ve struck the right balance. You should have the freedom to make our own choices – and respect for standing by your principles. We’re also convinced that you deserve great service from responsive support staff. Here are a few of the other reasons discerning advisors come to us:
- The freedom to provide independent and objective investment advice that serves the best interests of your clients.
- A wealth management platform that includes fee-based accounts, a flexible portfolio manager program, full fixed income trading, as well as separately managed accounts and in-house insurance services.
- We have a simple and generous payout structure with minimal chargebacks.
- A self-clearing firm on a Dataphile platform with either Thomson One or Quotestream, your choice.
- A focus on advisor support – not on creating unnecessary services you did not ask for.
- Other firms may say you own your book and your clients belong to you, but we say it unconditionally.
- Very few firms have the back of advisors who serve institutional clients. But we do.
- Ideas and innovation: if you have a dream, not only do we want to hear about it, let’s work on it together.
- For example, we have a dedicated responsible investment group, the only one of its kind in Canada.
- Half of our employees are shareholders. They see the opportunity in owning a growing firm with solid ethical values.
- Thoughtful succession programs tailored to your wishes and your timeline.
With on-the-ground support from trading, compliance, corporate finance and back offices in each major region, Leede Jones Gable is a welcoming home – particularly for advisors who prize independence but who don’t want to do it all by themselves.
Join us. We’ll provide a dedicated team to ease your transition, a smooth onboarding process to set up and transfer your accounts, and help at every step in your move to Leede Jones Gable.
Gearing for growth
In a recent interview with Investment Executive, our president Bob Harrison explains the firm’s growth strategy and how diversity of revenue makes us stronger during good and markets alike.
#1 Independent Firm
We’re not perfect, but our advisors like us anyway. They don’t need to fit in here, because we fit around them – with open-minded management and back office support in their time zone.
How do we compare?
Check out the 2018 Brokerage Report Card and see how Leede Jones Gable stacks up against other firms. We take our ranking very seriously and still have areas we’re working to improve.
We have a very simple payout structure
Check out the difference our standard payout makes to your income every year.
Please note the calculated results do not include our attractive transition package or assistant credits to which you may be entitled. For a customized analysis that reflects your unique business, please contact us.
Our payout tiers
- 50% <$400,000
- 55% >$400,000
- 60% >$600,000
Once you achieve a higher level, the increased payout is paid out retroactively to the beginning of the year.
Why do advisors join us?
I joined for the higher payout, the freedom to minimize my associate and technology costs, the ability to offer my clients custom-tailored investment solutions and to eliminate the nuisance of trying to access support services with faceless and uncaring people at a call centre.
Former bank advisor
Continuing, this advisor said, “Leede Jones Gable is in the unique position of achieving real growth in a shrinking industry where the bank-owned firms are slowly robbing people of real investing choices and eliminating the crucially important personal relationships between clients and advisors.”
What’s Your Story?
Thinking about a change? Join the many advisors who found their home at Leede Jones Gable.
We encourage you to find out more about us. You can’t get the whole story from a website, so feel free to send us a note. We will respond quickly.
Let’s talk about the reasons advisors choose Leede Jones Gable and why it might be the right move for you too.
Complete confidentiality is assured.