15 May Leede Tops 2015 Brokerage Report Card
Leede Financial Markets is pleased announce that it is ranked No. 1 overall in the regional independent dealer category in the 2015 Brokerage Report Card. In the six years since Leede Financial Markets began participating, the firm has been published by Investment Executive, Canada’s news source for financial professionals positioned at the top with five No. 1 rankings and one No.2 ranking.
The ranking is part of an annual survey of Investment Advisors across the country conducted by Investment Executive. The financial services industry publication surveyed randomly selected advisors from various Canadian brokerage firms. The publication divided the firms into four categories: boutiques (less than 100 associates), regional independents (in which Leede Financial Markets was categorized), national independents, and bank-owned investment dealers.
According to Investment Executive, this year’s Report Card reveals two distinct themes: advisors report a new record-high average book of business, yet voiced disappointment with their firms in several key areas. Contrary to this, Leede Financial Markets has improved its ranking by advisors from 2014 in 7 categories, while slipping only slightly in 4 categories, whereas the majority of investment dealer’s rankings have decreased from 2014.
Leede Financial Markets has continued to excel, achieving higher ratings than the bank owned and national independent dealers in many key categories, most notably:
- Firm’s total compensation
- Firm’s delivery on promises
- Firm’s reward/ recognition program
- Firm’s stability
- Firm’s ethics
- Advisors relationship with compliance department
- Firm’s successions program for advisors
- Technology tools and advisor desktop
“We are thrilled to once again be ranked No. 1 in the regional independent category,” says Bob Harrison, CEO at Leede Financial Markets Inc. “We are extremely pleased to receive such high praise from our advisors”. Harrison adds, “Leede has succeeded over the years by combining an advisor platform and support system with an enhanced payout grid that puts our advisors first”.
For more information, visit Leede Financial Markets’s website: https://www.leedejonesgable.com/
Leede Financial Markets Inc. is a Western Canada-based independent investment dealer founded in 1987. With over 130 advisor and support staff, Leede Financial Markets provides a full range of investment services to clients across Canada and internationally.