Values-Based Financial Planning

By knowing what matters to you, we can better manage your investments and develop sound financial strategies that work for you.

We help people like you build on your successes and achieve your goals by using your values as a compass. We use a confidential process that helps us learn about what money means to you, and the values you use when making day-to-day and major decisions.

We believe that before we can develop a financial plan or invest your money, we must first understand your values. We need to know what makes you tick and what helps you sleep at night. The purchasing of investments or other products is actually the implementation of a plan, which is Step Four in our Five Step process, not Step One. The first four steps usually require that we meet three or four times.

Our confidential five-step process includes:

  • Establishing Your Financial Objectives and Values: Your Road Map
  • Collecting and Analyzing Your Data
  • Developing Your Values-Based Financial Plan
  • Implementing Your Values-Based Financial Plan
  • Monitoring Your Financial Plan

Upcoming Events & Seminars

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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.

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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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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