The Team

Bios

Stephen Whipp CFP, RIAC, Managing Director of Responsible Asset Management

Steve is an activist and an advocate. He believes passionately that individuals working together can change the world for the better – that people can use their investments for positive and progressive impact, while building and maintaining wealth at the same time.

Steve leads a dynamic team that specializes exclusively in ethical/responsible investing and values-based financial planning, serving clients primarily on southern Vancouver Island and in Vancouver. As a Certified Financial Planner (CFP) with over 15 years experience in the investment business, he offers a unique approach – first understanding a client’s personal values, then crafting investment strategies and financial plans that reflect them. He is well-versed in assessing investments against environmental, social and governance (ESG) criteria.

Complementing his work as a financial advisor, Steve is passionate about sustainability, corporate social responsibility and community-mindedness. He loves supporting and promoting local green businesses and networking with individuals and organizations to help build and sustain community-based economies. Current and past volunteer contributions include:

o Member, Advisory Committee to the Eric C. Douglass Centre for Entrepreneurial Studies at Royal Roads University
o Guest lecturer, Masters of Business Administration and Bachelor of Commerce programs at Royal Roads University
o Disciplinary Committee Member, Responsible Investment Advisor Certification Responsible Investment Association, a national agency dedicated to the advancement of responsible investment in Canada
o Former president, Westshore Chamber of Commerce
o Founding board member/former president, Victoria Values-Based Business Network
o Former board member, Dogwood Initiative
o Former board member, West-Mont School
o Former board member, Victoria Community Economic Development Corporation

Steve’s original education was as a journalist. Before coming to financial planning in 1997, he worked in journalism and non-profit sector management – dedicating over 20 years to environmental, justice, community and aboriginal issues in various parts of Canada.
Highlights include:
o Journalist and columnist covering environmental and aboriginal issues
(Smithers Interior News, Prince George Citizen)
o One of the first western journalists allowed into China in the 1970’s
o First executive director of a northern BC-based environmental research organization involved in forestry, oil exploration, and transportation issues (Telkwa Foundation)
o Band manager for the aboriginal community of Kya Wiget (Moricetown, BC)
o Parliamentary assistant to Jim Fulton, Member of Parliament for Skeena (Ottawa)
o Executive director of the Dene-Metis Land Claims Negotiations Secretariat
(Yellowknife, NWT)
o Executive director of Arctic Public Legal Education Society (Yellowknife, NWT)

His training as a journalist and this wide professional experience have taught him a lot about how the world works, how it needs to change and the power of advocacy and activism. He has gained powerful lessons in understanding and analyzing corporate behaviour and risks, and was naturally drawn to responsible investing as a result. Steve brings this rich experience, his strong sense of personal integrity, and his progressive values to the practice of financial planning.

Steve has three grown sons and lives on Victoria’s West Shore with his wife, Kate. Passionate about playing golf, eating fresh local veggies, and drinking B.C. craft beer and fair trade coffee, Steve loves meeting new people and learning new things.
Email Stephen >

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Bibi Leikucs

If you are trying to reach Bibiana Leikucs, please contact us.
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JP Lafleur CIM, BA, Portfolio Manager

JP is originally from Shawville, Quebec, and moved to Victoria in 1997. JP’s professional background includes a term in the Royal Canadian Air Force where he, amongst other duties, was an Air Traffic Controller for one of Canada’s more challenging air spaces. JP joined the financial services industry in 2001, the day after getting out of the Air Force. His blue collar upbringing taught him that nothing came easy and that you must apply yourself in order to succeed. Starting from nothing, he achieved financial independence before the age of 35. He attributes this to both the work ethic he developed modelled after his parents and grandparents but also his never ending quest for personal growth and development.

His mission is now to help others by triggering an epidemic of true financial resilience, to help people maximize their time on this planet, while leaving the world a better place than he found it.

This has led him to joining Stephen Whipp Financial. JP feels that taking what is most important in your life and leveraging one’s efforts with like-minded individuals will not only accelerate and magnify the impact of those efforts, but also create a vehicle to ‘do something’ about changing the status quo. He believes you’re either spending your time and money, or you’re investing it…there is no in-between.

Outside of the office JP can be found exploring the great outdoors with his wife and two daughters, either in the forests or on the ocean. He also volunteers a great deal of his time educating children on how to get on a path of financial resilience as early as possible, in context with their other values.
Email JP >

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Nathan Whipp BCom., Associate Advisor

Nathan brings a diverse set of skills and experience to SWF. Nathan has worked in a variety of industries ranging from hospitality to the trades, in Canada as well as New Zealand. Upon returning to Canada, he furthered his education by graduating from Royal Roads University, with a Bachelor of Commerce in Entrepreneurial Management. While in school Nathan focused on environmental and socially responsible business practices, a passion that is perfectly suited to the values of Stephen Whipp Financial.

When he is not working, Nathan enjoys exploring the remote crevices of Vancouver Island with his family; he finds the outdoors helps him stay down-to-earth while still nourishing his sky-high dreams.
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Jill Finerty, Licensed Assistant/Client Services Coordinator (OUTGOING)

Jill was born and raised on the Westshore. As the daughter of two entrepreneurs, she was introduced to the working world at a young age. Working with her parents’ businesses has harboured a drive for providing exceptional administrative support along with a dedicated work ethic. After working at a local credit union, Jill’s initial interest was sparked to follow in her father’s footsteps as a financial planner. After some time spent in the sports, real estate appraisal and hotel industries, Jill is excited to continue her career back in the industry she enjoys most. With a passion for the environment, client service, planning, and helping people, the decision to join Stephen Whipp Financial was an easy one.

Jill has captained a Run for the Cure team for the past 4 years and loves being an aunt.
Email Jill>

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Laura Robb, Executive Assistant/Client Services Coordinator (INCOMING)

Laura Robb is the newest member of the Stephen Whipp Financial team. She was born and raised in western Quebec and holds a BA in Art History and Cultural Studies from McGill. Laura also earned a diploma in Business Accounting from Algonquin College in Ottawa, Ontario, and brings a wealth of organizational and client care experience to the office. Prior to joining the investment industry, Laura’s professional experience was largely in finance and administration. She enjoys yoga, running, print-making and photography, as well as trying out local food and wine. Like Stephen, Laura appreciates a good craft beer.
Email Laura>


Upcoming Events & Seminars

More Events »

Whipp Tips & News

The Remarkable Rise Of ESG

The idea that investors who integrate corporate environmental, social and governance risks can improve returns is now rapidly spreading across capital markets on all continents.

Details »

Behind Manulife's historic $600 million green bond issue

first for an insurer in domestic market

Details »

Meet Triodos, the ethical investment firm trying to fund a better world

Investors are tired of questionable practices where executives at underperforming businesses are paid huge bonuses, and of companies making staggering amounts of money at a huge cost to the planet.

Details »

More News »


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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