With over 30 years experience in the financial services sector in the following roles; investor, advisor, consultant and start-up business owner I am able to relate to a wide breadth of individual and small business circumstances. I look to adding value to our relationship by simplifying and selecting the best financial products and solutions to meet your specific needs.
Leede Jones Gable Inc. is Canada’s newest national, independent employee owned , investment dealer. With roots that extend back more than 50 years, Leede Jones Gable Inc. came about as a result of the recent merger between Leede Financial Markets Inc. and Jones, Gable & Company Limited. Since we are not affiliated with a bank or other financial institution, I can offer truly impartial advice.
My focus is:
Working Together For Financial Independence
Paul Wan started his financial career with C.M. Oliver in 1984. Paul is a Simon Fraser University Graduate with a double major in Business and Economics. His experience in this industry has proven to be beneficial to his clientele, many of whom are original clients from the mid-80s. Paul’s long term business relationships are a true testimonial to his integrity and continuous dedication to maintaining superior services with the assistance of his associate, Eric Chin.
Value Added Services
We have an established investment advisory practice and are selectively adding disciplined and qualified clients each year to our clientele. Learning and Analyzing your requirements and goals is important when allocating your capital resources to prudently develop your tailored diversified portfolio. With extensive knowledge, information on the markets, and a diverse offering of investment vehicles we are able to meet your financial situations throughout your lifetime. Our success is measured by our client’s success in achieving their goals.
RRSP, RRIF, TFSA, RESP
Stephen Whipp is an activist and a passionate guy. He believes that individuals working together really can change the world for the better. With a background in journalism and non-profit management that includes aboriginal governance, and more than 20 years as a successful investment advisor, Steve brings a potent combination of experience, knowledge and connections to the table.
‘Responsible-only’ is Steve’s watchword. He works with clients to provide competitive returns without sacrificing integrity. He was one of the first retail advisors in Canada to offer responsible investing and remains one of the few to provide 100% responsible investments.
A leader in responsible investing in Canada, Steve served on the Board of the Responsible Investment Association for nine years. He was one of the first advisors to complete the new Responsible Investment Advisor Certification (RIAC) in 2016.
In his youth, Steve worked as a journalist in Northern BC, and for Aboriginal, environmental, and legal education organizations in BC and the NWT. He also had a stint on Parliament Hill. Highlights included being one of the first western journalists into China in the 1970s, joining with other activists to stop the (first proposed) Kitimat oil pipeline, and working with the Moricetown Band to build the most energy-efficient school in BC at the time.
In 1997, he switched gears and became an investment advisor – and quickly saw the potential of investments as tools for change. His experience had taught him a lot about how the world works, how it needs to change and the power of activism and advocacy. He gained insight into analyzing corporate behaviour and seeing the human and environmental impacts when it is reckless and risky – so was naturally drawn to responsible investing. The field was in its infancy, and it was hard to find a home that would support him to do what he and his clients wanted. He worked with several firms before landing with Leede Jones Gable in 2016.
Steve also has a long record of helping grow local green businesses – he has served as President of the Westshore Chamber of Commerce; co-founded the Victoria Values-Based Business Network; acted as a sponsor for the Community Micro-Lending Society; guest-lectured in the Royal Roads University Business School and served on the Boards of the Dogwood Initiative and the Victoria Community Economic Development Corporation.
More than a career choice – responsible investing is Stephen Whipp’s passion and life work. His commitment to environmental and social justice is what drives him – building the post-carbon economy one satisfied client at a time is what gets him up in the morning. He likes nothing better than putting like-minded people and businesses together over a cup of fair-trade coffee or a local craft beer. Steve lives on Victoria’s Westshore with his wife Kate. Their three grown sons and two grandsons (soon to be three) live close by.
To partner with my clients in a long-term, trusted financial relationship. I strive to provide peace of mind by delivering customized, objective advice designed to give my clients the confidence to pursue their own dreams and interests.
I possess a Bachelor of Business degree in finance and marketing from Simon Fraser University. I began my investment advisor career in 1991 and have been in this field ever since.
I hold the following professional qualifications: Portfolio Manager (PM); Branch Manager (BM); Certified Financial Planner (CFP); and Fellow of the Canadian Securities Institute (FCSI). These allow me to provide advice on RRSPs, RRIFs, TFSAs, individual stocks; real estate investment trusts (REITs), mutual funds, bonds and more.
My investment philosophy is based on a set of core beliefs that guide my investment decision-making:
1. Investment decision-making involves a conscious trade-off between risk and return.
2. Effective diversification is essential for maximizing return within agreed parameters of risk.
3. Investors are not rational, but are influenced by emotions, the media and inherent biases.
4. Investment prices do not equal value and thus assets are often overvalued or undervalued.
5. Management of downside risk is critical, particularly equity market risk.
While I can never be all things to all clients – I focus on my strengths in portfolio management and financial planning, and when necessary utilize other specialists.