Contacts for Clients

Welcome clients….

To better help you receive the best service possible, please note the below FAQ’s:

WHO DO I TALK TO IF:

  • I want to set up online account viewing?
  • I want to obtain copies of my statements electronically?
  • I want to set up an appointment with my advisor?
  • I have a question about a transaction that took place?

Jill Finerty, our Client Services Assistant, will be happy to assist you. jfinerty@leedejonesgable.com or 250-405-3550

WHO DO I TALK TO IF:

  • I have a newsletter or website question?
  • I want to post a green-minded event?
  • I want Stephen or JP to speak at an event?
  • I want to share an article of interest?
  • I want to refer someone to Stephen Whipp Financial?

Nathan Whipp, our Marketing Assistant, will be happy to assist you.
nwhipp@leedejonesgable.com or 250-405-3550

WHO DO I TALK TO IF:

  • I want to make a change in my portfolio?
  • I need information on group, life, critical illness or disability insurance?
  • I have a question about an investment’s ESG track record?
  • I am going through life events that change my financial status?

Your Investment Advisor will be pleased to answer your questions.

You can reach Stephen Whipp, CFP, RIAC at swhipp@leedejonesgable.com, or 250-405-3550

You can reach JP Lafleur, CIM at jplafleur@leedejonesgable.com, or 250-405-3550

You can reach Bibiana Leikucs, CFA, RIAC at bleikucs@leedejonesgable.com, or 604-500-1877

*Please note that all changes to your portfolio need to be confirmed directly with a licensed member of our team in person or via phone conversation.


Upcoming Events & Seminars

More Events »

Whipp Tips & News

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

Details »

Blackout parties: how solar and storage made WA farmers the most popular in town

Once considered an eco-warrior’s pipe dream, renewable energy is rapidly gaining ground in the traditional mining state of Western Australia

Details »

How to invest without sacrificing your values

Social values may not be the first thing that comes to mind when investing in the stock market, but there are numerous ways for investors to align their portfolios with their beliefs and passions.

Details »

More News »


: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