The Full Story
About
At our firm, headquartered in beautiful Calgary, Alberta, we specialize in delivering a wide range of financial, investment, and long-term wealth management services tailored to meet the unique needs of individuals, families, and businesses across the world.
With a diverse team of experts, we adopt a strategic and innovative approach grounded in realism, prudence, and integrity. We are committed to providing reliable and comprehensive solutions, prioritizing sustainability over quick fixes and shortcuts.
We are a group working under Leede Financial Inc, a Canadian based independent, full‐service investment firm and a member of Canadian Investment Regulatory Organization (CIRO), and a member of the Canadian Investor Protection Fund (CIPF).
Mission
To empower our clients with thoughtful, strategic financial guidance that ensures long-term stability and growth, fostering lasting partnerships built on trust and accountability.
Vision
To be the leading provider of financial and wealth management services, recognized for our unwavering commitment to integrity, innovation, and client success, creating a legacy of financial well-being for generations to come.