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

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Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

Details »

Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

Details »

As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

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