Business Details
50+ Years
experience
Trusted Financial Advisers in Toronto | Leede Financial
Leede Financial is a mid-sized national investment firm established in 1965, dedicated to providing personalized financial advice tailored to individual client needs. As a 100% employee-owned company, we prioritize close client relationships over standardized solutions, distinguishing ourselves from larger institutions owned by banks or insurance companies. Our services span portfolio management, retirement planning, venture market financings, and ESG investing, supported by a team of 180 advisors and $4.1 billion in assets under management.Recognized for ethics and stability in Investment Executive's Brokerage Report Card, we combine decades of industry experience with a commitment to innovation and client-centric service. Our national presence includes offices from coast to coast, ensuring accessibility for clients across Canada. We maintain regulatory compliance through CIRO oversight and Canadian Investor Protection Fund membership, reinforcing our dedication to trustworthiness and professional standards.
Services
Financial Advice
Portfolio Management
Capital Markets
Investment Advisory
Retirement Planning
Insurance Services
Venture Market Financings
ESG Investing
Preferred Shares
Group Retirement Plans
Details
- Year established: 1965
Highlights and features
- We have 180 advisors across Canada with specialized expertise in investment management.
- Our 100% employee-owned structure ensures client-focused decision-making and long-term stability.
- We manage $4.1 billion in assets using personalized portfolio strategies since 1965.
- We received 9.7/10 for pandemic support in Investment Executive's Brokerage Report Card.
- Our national presence combines local market knowledge with comprehensive capital market services.
Associations and certifications
- Canadian Investor Protection Fund (CIPF)
- Canadian Investment Regulatory Organization (CIRO)
Services
Financial Advice
Personalized financial guidance tailored to individual client needs. Our advisors provide comprehensive investment strategies and portfolio management solutions. With a focus on client-specific goals, we deliver expert advice to help grow and protect wealth.
Capital Markets
Specialized expertise in venture market financings, including CPCs and IPOs. We support corporate clients through complex capital raising processes and strategic market positioning. Our team provides end-to-end solutions for companies navigating public markets.
Portfolio Management
Customized investment portfolio strategies designed for long-term growth and risk management. We employ active management techniques across diverse asset classes. Our approach combines market analysis with individual client risk profiles for optimal returns.
Retirement Planning
Comprehensive retirement strategy development including RRSPs, TFSAs, and group retirement plans. We help clients maximize tax-efficient savings and create sustainable income streams. Our planning considers evolving regulatory frameworks and market conditions.
ESG Investing
Environmentally and socially responsible investment options integrating ethical considerations with financial performance. We offer specialized portfolios aligning with global sustainability standards. Our advisors provide expertise in measuring and optimizing ESG impact.
Questions
What services does Leede Financial offer?
We provide financial advice, portfolio management, capital market solutions, retirement planning, and ESG investing services tailored to individual and corporate clients.
How is Leede Financial different from other firms?
As Canada's largest employee-owned investment firm, we combine personalized service with national resources, avoiding cookie-cutter portfolio approaches.
Are your advisors certified professionals?
Yes, our 180 advisors hold industry certifications and maintain ongoing education to ensure compliance with regulatory standards and best practices.
What investment options are available?
We offer diverse options including preferred shares, venture market investments, ESG portfolios, and retirement-specific strategies across global markets.
How do you ensure client fund security?
We maintain Canadian Investor Protection Fund membership and adhere to CIRO regulatory requirements for client asset protection and transparency.
