Independent Financial Advice Since 1965
Calgary, AB
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.
On-site · Toronto
Administer registered plan transactions, inquiries, and audits accurately and within regulatory and service deadlines. Coordinate plan updates with internal teams, maintain procedures and reference materials, and monitor regulatory and trustee changes.
On-site · Vancouver
Process corporate actions, employee option and warrant exercises, warrant expirations and accelerations, and rights and warrant distributions in Dataphile. Coordinate with issuers, legal counsel, transfer agents, internal departments, and brokers, and handle wire transfers and physical certificate deposits and withdrawals.
