Leede Financial Inc
Leede Financial Inc. is a mid-size national investment firm – the right size for clients who appreciate personal advice tailored to their situation. While some of our competitors offer cookie-cutter portfolios and a call centre, we prefer to form closer relationships with our clients. That’s because Leede is one of the few full-service investment firms not owned by a bank or life insurance company. We are owned by our employees, and that makes all the difference. Leede provides clients with truly impartial advice through more than 170 investment advisors and portfolio managers across Canada. Our primary objective is to help our clients achieve their financial goals through a full range of investment products and services our offices in Calgary, Vancouver, Toronto and Montreal and from regional offices in cities that include Charlottetown, Fredericton, Brandon, Red Deer, and Kamloops. Leede also assists Canadian and International companies obtain access to the Canadian capital markets. We are an employee-owned firm with roots that go back to 1965.
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Verified contacts
147
available on Kipplo
LinkedIn employees
176
201 to 500 range
Open roles
—
no listings
Distinct roles
76
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
147 contacts with verified email or phone · masked until revealed.
- DW
Dean Wittig
Senior Investment Advisor · Finance & Accounting
EmailPhone - SP
Sheryl Purdy
Senior Investment Advisor · Finance & Accounting
EmailPhone - DS
Daniel Simon
Investment Advisor · Finance & Accounting
EmailPhone - DL
David Liang
Trader · Finance & Accounting
EmailPhone - EC
Eric Chin
Associate Portfolio Manager · Finance & Accounting
EmailPhone - EW
Erroll Wong
Investment Advisor · Finance & Accounting
EmailPhone - JC
Jason Chen
Fantasy Hockey Website Editor, Writer, Podcast Host · Other
EmailPhone - JJ
Joss J. Biggins
Associate Portfolio Manager · Finance & Accounting
EmailPhone - JC
Juliet Chiu
Associate · Finance & Accounting
EmailPhone
Showing 9 of 147 verified contacts
Top roles at Leede Financial Inc
76 distinct titles indexed · top 10 shown.
- 23investment advisor
- 11registered investment advisor
- 7senior investment advisor
- 6portfolio manager
- 4financial advisor
- 3associate portfolio manager
- 2associate
- 2branch manager
- 2compliance officer
- 2equity trader
- +66more titles
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