Vancouver

Joss’s goal as an Investment Advisor is to work closely with clients to understand their personal objectives and circumstances, and to build financial strategies that both meet their unique needs and align with their moral compass. He is a passionate young force in the Socially Responsible Investment space. At his core, he believes that individuals working together can change the world for the better and that we all benefit by doing so.

Joss allocates a great deal of time and focus on understanding the long-term goals and cash flow requirements of his clients, then designing financial solutions appropriate for their stage of life. He believes long-term relationships are built on trust and understanding.

Whether you are looking for a cash savings account, or an RRSP, TFSA, RESP, or other registered account, Joss can help you reach your goals.

Mission Statement
Working Together For Financial Independence

Background
Eric Chin joined Leede Jones Gable with Paul Wan in 2011. Previously, he worked as a Research Associate at a leading institutional finance firm covering the Mining and Technology sectors. Eric is a graduate from the Sauder School of Business with a focus in Finance. He holds the Chartered Financial Analyst (CFA) designation which is a globally recognized accreditation for investment management and research analysis. Eric places strong emphasis on open communication with clients and high ethical standards. Eric is dedicated to helping Paul maintain long term business relationships with our clientele.

Value Added Services
We have an established investment advisory practice and are selectively adding disciplined and qualified clients each year to our clientele. Learning and Analyzing your requirements and goals is important when allocating your capital resources to prudently develop your tailored diversified portfolio. With extensive knowledge, information on the markets, and a diverse offering of investment vehicles we are able to meet your financial situations throughout your lifetime. Our success is measured by our client’s success in achieving their goals.

Focus
Portfolio Management
Financial Planning
RRSP, RRIF, TFSA, RESP
Cash Management
Financings

Ridge Frank-White is the founder of Integral Investments, where he supports individuals, businesses, and non-profits in making confident, intentional, and fruitful financial decisions, using the combination of

• A highly diversified and academically informed asset allocation strategy
• A high-touch, holistic client experience
• His varied leadership experience in business, coaching, and philanthropy, and
• Personal experience with the complexities of cross-border financial strategy that result from residing in Canada as a US, Canadian, and German citizen.

Ridge offers an integrated client experience that feels like having a full financial team without the gatekeeping of high-wealth thresholds. He works closely with accountants, lawyers, and other professionals to ensure every aspect of your financial life is aligned and well-managed.

A licensed Investment advisor, Ridge brings a thoughtful, strategic, and highly personal approach to wealth management. Before joining Leede, he launched ventures including a consumer packaged goods (CPG) business and a coaching practice that helped clients navigate career transitions and entrepreneurial pivots.

Ridge is deeply involved in his community and philanthropy through his work with The Frank Foundation and the Internet Archive, as well as membership in local Toastmasters and Rotary club chapters. These values inform his work and reflect his belief that financial clarity can unlock broader social and personal progress.

In his downtime, you’re most likely to find Ridge skiing, running with his mini husky Pope, making jewelry on Granville Island, and exploring Vancouver’s food and live music scenes.

Mission Statement
My mission is to provide my clients with unbiased,innovative investment and insurance solutions that are tailored to their individual needs and goals. I do not believe in a “cookie-cutter” approach as all clients have differing needs that require individualized portfolios that address these needs. My job is to assist my clients through life altering events such as retirement, divorce, illness and give them the freedom and peace of mind that comes with partnering with an investment professional to solve their problems.

Background
Karen has over 30 years experience in the Investment Industry and over 18 years experience as an Insurance Advisor. Prior to her joining Leede Jones Gable in 2013 as an Investment Advisor/Insurance Advisor- she was employed as an Investment Advisor with Canaccord Wealth Management and an Insurance Advisor with Canaccord Estate Planning Services Ltd.in Vancouver,B.C. from 2004 to 2013. Karen was employed as an Investment Advisor at her own branch in West Vancouver, B.C. with the firm of Edward Jones for 5 years (from 1999 – 2004). Karen started her career with Canarim Investments in 1988. Karen earned her F.C.S.I. designation (Fellow of the Canadian Securities Industry) in 1991.

Business Focus
The type of clients I assist are retirees – looking to create retirement income and preserve and pass on their estates – single and working women and their unique needs – as well as assisting pre-retirees and young working couples to create a nest egg and future retirement income.

Investment Philosophy:
I focus on income-producing investments with an emphasis on tax efficiency. I offer investment and insurance solutions to help build client’s portfolios and protect client’s assets. I offer my clients individual stock portfolios with an emphasis on dividends, a broad range of ETFs (Exchange Traded Funds) to offer diversification (low costs, income, sector investments), mutual funds, GICs, fixed income investments as well as fee based accounts. I offer my clients life insurance, annuities, variable annuities, segregated funds, critical illness, disability insurance (through Leede Insurance Agency Inc.)

We also offer self-directed RRSPs (in both Canadian and US dollars), RRIFs, TFSAs. We offer personalized one-on-one portfolio reviews on an ongoing basis to make sure we are on target to achieve our investment goals. These meetings allow us to monitor any life altering events that could affect a client’s time horizon, risk tolerance or investment goals. We offer ongoing educational events for clients as well

My mission is to provide individualized investment counsel to small and large investors alike.

In the implementation of this strategy, the first priority is to identify our client’s specific needs and interests, followed by the development of the appropriate investment portfolio which would address specific issues as follows:

• liquidity needs
• income requirements
• growth objectives
• investment time horizon
• specific requirements (RRSP, RESP, TFSA, tax requirements)

All financial assets have investment risk, consequently, constant monitoring of the portfolio holdings is required.

Mission Statement
Working Together For Financial Independence

Background
Paul Wan started his financial career with C.M. Oliver in 1984. Paul is a Simon Fraser University Graduate with a double major in Business and Economics. His experience in this industry has proven to be beneficial to his clientele, many of whom are original clients from the mid-80s. Paul’s long term business relationships are a true testimonial to his integrity and continuous dedication to maintaining superior services with the assistance of his associate, Eric Chin.

Value Added Services
We have an established investment advisory practice and are selectively adding disciplined and qualified clients each year to our clientele. Learning and Analyzing your requirements and goals is important when allocating your capital resources to prudently develop your tailored diversified portfolio. With extensive knowledge, information on the markets, and a diverse offering of investment vehicles we are able to meet your financial situations throughout your lifetime. Our success is measured by our client’s success in achieving their goals.

Focus
Portfolio Management
Financial Planning
RRSP, RRIF, TFSA, RESP
Cash Management
Financings

A senior advisor in the financial services industry, focused on advising pre-retirement and retired clients on the income, investment strategies and estate issues that are important to these clients.

I joined Leede Jones Gable in 2020 to provide a fee-based wealth management service to all my friends and clients. Leede Jones Gable is an employee-owned firm with offices across Canada, including downtown Vancouver.