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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.

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Leede Financial Inc. advisors may only transact business in provinces where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces where the advisor is not registered. The comments and opinions expressed herein reflect personal views and should not be considered representative of the beliefs or opinions of Leede Financial Inc.

 

Leede Financial Inc. is 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). 

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Copyright © 2024 Medley Wealth.

Suite 3415, 421 - 7th Ave SW

Calgary, AB, T2P4K9

403-592-5657

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