Non Profit Organizations

Are you an environmental organization invested in polluters? Or a developing world aid organization invested in mining companies that violate human rights?

Our values-based approach to financial planning and investing fits well with the investment objectives of non profit organizations. Key goals and objectives that our services support include the following:

  • Ensuring the companies you are invested in support the mission of your organization
  • Providing the infrastructure for the gifting of securities by your donors
  • Advising on and educating about planned giving for your major donors
  • Fulfilling your fiduciary responsibility for prudent investment management
  • Supporting both current and long-term spending needs and goals by balancing income and capital growth objectives
  • Maximizing investment returns within a defined level of risk
  • Preserving the long-term value of the investment assets

Contact us today for a free Portfolio Audit and to discuss how we can meet your needs. We speak your language!


Upcoming Events & Seminars

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Whipp Tips & News

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 »

Renewables Investment Nudges Out Fossil Fuel And Nuclear

In 2017, global investment exceeded US$ 333 billion, compared to only US$ 144 billion invested in conventional fossil fuels and nuclear.

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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