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

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

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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

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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 »

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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