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

4 drivers of growth in responsible investment

Canada’s responsible investment (RI) market is growing rapidly…

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Cashing In on Climate Change

What’s a climate-aware investor to do?

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EU requires pension funds to assess climate change risks

Under the new law, the potential negative effects of climate change or political factors on retirement funds will get the same level of attention as liquidity, operational or asset risks.

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:www.leedejonesgable.com

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