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

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

Details »

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.

Details »

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 »

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