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

Here’s how cities in developing countries can tap green bonds

Developing cities can finance climate-resilient infrastructure and renewable-energy projects by improving their creditworthiness or aligning investment goals with green bond performance targets, according to a recent report.

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Responsible investors key to global sustainable development

A growing number of responsible investments offer tangible opportunities to support sustainable development while generating long-term value for your clients

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B.C. First Nation leads with green technology, sustainability

Meet the solar-powered T’Sou-ke Nation, which also boasts a wasabi plantation and oyster farm

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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