Four words to describe why advisors like it here
Approachable
We’ve always taken the position that if we are going to be the best at something it will be our culture. Advisors need to be at a shop where they are happy.
Profitable
Because we are employee-owned, we hold the line on salaries and discretionary expenses, which keeps our costs low and our payouts high.
Flexible
What’s in your toolkit? Chances are we have the same tools here. The difference is in how you use them and that’s where our flexibility comes into play.
Accountable
Management takes the view that we work for the advisor, not the other way around. That’s why we put a lot of effort into our advisor platform.
171
Investment Advisors
244
Employees
$3.5
Billion AUM
What makes our firm a good fit?
We believe we’ve struck the right balance for advisors – latitude and independence when you need to make key decisions – and great service and support when you need a little help. Here are a few of the other reasons you might consider us:
- The freedom to serve your clients your way – objectively, independently and regardless of size.
- A wealth management platform that includes fee-based accounts, a flexible portfolio manager program, full fixed income trading, as well as separately managed accounts and in-house insurance services.
- A simple and generous payout structure with minimal chargebacks.
- Self-clearing. We operate on a Broadridge platform and offer either Thomson One or Quotestream, your choice.
- Equity. Half of our employees are shareholders. They see the opportunity in owning a growing firm with solid ethical values. We provide annual liquidty so owners can increase or decrease their position as desired.
- Ownership of your book. Other firms may say your clients belong to you, but we say it unconditionally.
- Ideas and innovation. If you have a dream, not only do we want to hear about it, let’s work on it together.
- Institutional clients. Advisors can address this segment without interference from capital markets.
- A dedicated responsible investment group, the only one of its kind in Canada.
- Thoughtful succession programs tailored to your wishes and your timeline.
With on-the-ground support from trading, compliance, corporate finance and back offices in each major region, Leede is a welcoming home – particularly for advisors who prize independence but who don’t want to do it all by themselves.
Join us. We’ll provide a dedicated team to ease your transition, a smooth onboarding process to set up and transfer your accounts, and help at every step in your move to Leede.
Gearing for growth
In this interview with Investment Executive, Bob Harrison explains the firm’s growth strategy and how diversity of revenue makes us stronger during good and bad markets alike.
Highly-Rated
We’re not perfect, but our advisors like us anyway. They don’t need to fit in here, because we fit around them – with open-minded management and back office support in their time zone.
How do we compare?
Check out the 2021 Brokerage Report Card and see how Leede stacks up against other firms. We take our ranking very seriously and still have areas we’re working to improve.
We have a very simple payout structure
Check out the difference our standard payout makes to your income every year.
Please note the calculated results do not include our attractive transition package or assistant credits to which you may be entitled. For a customized analysis that reflects your unique business, please contact us.
Our payout tiers
- 50% <$400,000
- 55% >$400,000
- 60% >$600,000
Once you achieve a higher level, the increased payout is paid out retroactively to the beginning of the year.
Why do advisors join us?
I joined for the higher payout, the freedom to minimize my associate and technology costs, the ability to offer my clients custom-tailored investment solutions and to eliminate the nuisance of trying to access support services with faceless and uncaring people at a call centre.
Former bank advisor
What’s Your Story?
Thinking about a change? Join the many advisors who found their home at Leede.
We encourage you to find out more about us. You can’t get the whole story from a website, so feel free to send us a note. We will respond quickly.
Let’s talk about the reasons advisors choose Leede and why it might be the right move for you too.
Complete confidentiality is assured.