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.

Leede Financial Inc.

Gord Medland

This department focuses on providing personalized financial advice and investment management services to clients.

Investment Advisory

This department focuses on managing and optimizing financial portfolios to achieve strategic investment goals.

Portfolio Management

This department provides strategic direction and oversight for the organization's overall operations.

Executive Leadership

This department ensures adherence to laws, regulations, and internal policies by overseeing compliance strategies and managing risk.

Compliance Management

This department oversees investment strategies, compliance, and portfolio management to optimize financial performance.

Investment Management

This department oversees operational efficiency and financial management across the organization.

Leede Financial Inc.

Org chart

Teams

Investment Advisory

Portfolio Management

Executive Leadership

Compliance Management

Investment Management

Operations and Finance

Offices

Leede Financial Inc.

Org chart

Teams

Investment Advisory

Portfolio Management

Executive Leadership

Compliance Management

Investment Management

Operations and Finance

Offices

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