Leede Financial Inc.
Overview
Leede Financial Inc. is a leading independent investment firm in Canada, providing a full spectrum of financial services to individual and institutional clients. The firm offers personalized financial guidance and investment strategies tailored to meet the diverse needs of its clients. With a team of over 150 investment advisors and portfolio managers, Leede Financial Inc. delivers impartial advice and a comprehensive range of investment products and services. The firm's offerings include wealth management, equity and fixed-income trading, investment banking, and advisory services, ensuring clients have access to the tools necessary for effective portfolio management and capital growth. As an employee-owned firm, Leede Financial Inc. emphasizes integrity, performance, and client relationships. The firm operates from major financial hubs in Calgary, Vancouver, Toronto, and Montreal, with additional regional offices in cities such as Charlottetown, Fredericton, Brandon, Red Deer, and Kamloops. This extensive reach allows Leede Financial Inc. to serve both Canadian and international companies seeking to navigate the Canadian capital markets. Leede Financial Inc. has a strong track record in the Canadian financial industry, having been recognized as the top investment firm in Canada in the 2019 Brokerage Report Card by Investment Executive. The firm's commitment to innovation and client-centric services is evident in its rebranding to Leede Financial in 2024, reflecting its renewed focus and national presence. Leede Financial Inc. continues to expand its presence across Canada, welcoming talented advisors and professionals who share its entrepreneurial spirit and commitment to clients. The firm's dedication to fostering long-term relationships and helping clients achieve their financial goals remains at the core of its operations.
Investment Focus
- Focus on growth, late-stage, pre-IPO, and buyout opportunities
- Preference for investments in Canada across various industries
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Leede Financial Inc.
What sectors does Leede Financial Inc. invest in?
Leede Financial Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Calgary, Canada. Leede Financial Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Leede Financial Inc. invest at?
Leede Financial Inc. backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Leede Financial Inc. invest in?
Leede Financial Inc. invests across Canada.
Who are the partners at Leede Financial Inc.?
Team members listed for Leede Financial Inc. include Jim Dale (Chief Executive Officer) and Victor Taboika (Deputy Chair Leede Financial).
What companies has Leede Financial Inc. invested in?
Leede Financial Inc.'s portfolio includes Rapid Dose Therapeutics Corp., Reunion Gold Corporation and Delcath Systems, Inc..
How do I contact Leede Financial Inc.?
Leede Financial Inc.'s contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
