How We Get Paid

Clients do not pay us directly. The companies we work with pay us. We get paid through a combination of commissions and annual trailer fees on the products we sell. We negotiate the specific amounts with each client, within parameters set by the industry. We operate transparently—you know up front what you are paying and when.

We also offer fee-based accounts for those who prefer it. This means that clients will have the option of paying directly for our services.

In either scenario, we work with you to establish the most efficient plan and ensure you are clear on all fees.

Do you know how your financial planner gets paid?


Upcoming Events & Seminars

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Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

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Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

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Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association



 

Stephen Whipp on Ethical Investing