Leede Jones Gable

What Leede Jones Gable does

Leede Financial Inc., operating under the brand Leede Jones Gable, is a privately held Canadian investment dealer founded in 1965 and headquartered in Calgary. The firm holds an investment dealer license across all Canadian provinces and territories and is regulated by the Canadian Investment Regulatory Organization (CIRO); it is also a member of the Canadian Investor Protection Fund (CIPF). Its core offering is independent financial advice and securities dealer services delivered to Canadian investors through a horizontally segmented client base, with no public enterprise customers identified in the available material.

The business operates through several functional pillars: a retail brokerage and advisory book, a Capital Markets division that underwrites and supports private placements (including the June 2025 SHARC Energy unsecured convertible debenture subscription and the Horizon Petroleum secured convertible debenture unit tranche of approximately $2.47 million), an Asian Business Division serving Asian-Canadian clients, a community-facing Leede Community Impact sub-brand, and a daily market-intelligence product called Leede Insights distributed via newsletter. Pricing is quote-based and not publicly disclosed, consistent with commission- and fee-based dealer economics rather than subscription SaaS. Marketing and distribution rely on direct advisory relationships, the Leede Insights newsletter, LinkedIn presence, and the Leede Updates blog.

The firm's competitive position rests on a 60-year operating history, nationwide regulatory coverage under CIRO, CIPF-protected client accounts, a client dashboard (secured.leede.ca), and an advisor portal — features that together create switching frictions typical of regulated dealer relationships. The technology stack is not publicly disclosed; there is no mention of AI/ML capabilities, proprietary platforms, or APIs. The leadership team includes CEO Jim Dale, and the firm employs 101-250 people. Revenue, ARR, and ownership structure are not disclosed in available sources.

Name

Leede Jones Gable

Legal name

Leede Financial Inc.

Website

https://leedejonesgable.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

101–250 employees

Short description

Leede Financial Inc. (Leede Jones Gable) is a Calgary-based, privately held Canadian investment dealer founded in 1965, licensed nationwide by CIRO, providing independent brokerage, advisory, and capital markets services to Canadian investors.

Ownership category

akta.pro rank

Product category

Investment Brokerage

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Investment dealer services
• Capital markets advisory
• Securities brokerage
• Financial advisory services
• Portfolio management

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels3 records

Core offering

Leede Financial Inc. operates as a licensed investment dealer providing independent financial advice and capital markets services to Canadian investors across all provinces and territories. The firm is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF), offering brokerage, capital markets operations, and specialized advisory through divisions such as the Asian Business Division and Capital Markets group.

Product overview

Leede Financial Inc. is a single core investment services offering, operating as a licensed investment dealer regulated by CIRO and providing independent financial advisory services to Canadian investors since 1965. The company offers investment dealer services across all Canadian provinces and territories, with specialized divisions including Capital Markets and an Asian Business Division.

Differentiator

Problem solved

Functional benefit

Brands

• Leede Community Impact: Community division focusing on social impact initiatives.
• Asian Business Division
• Leede Insights

Products and services

• Investment Dealer Services Core licensed investment dealer services providing independent financial advice, securities brokerage, and capital markets operations to Canadian investors across all provinces and territories, regulated by CIRO.
• Capital Markets Services Capital markets services supporting corporate clients through private placements, including subscribing to convertible debenture units and helping companies secure growth capital.
• Asian Business Division

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights4 records

Direct peers

• Cormark Securities: Toronto-based independent investment dealer focused on institutional sales, trading, and equity capital markets for small/mid-cap issuers — closely mirrors Leede's capital markets and private placement activity.
• PI Financial: Canadian independent investment dealer providing wealth management and capital markets services to growth companies, a near direct comparable to Leede in size, scope, and client base.
• Haywood Securities: Vancouver-based independent investment dealer with full-service wealth management and active capital markets in the resource and small-cap segments, directly comparable to Leede's mandate.
• Canaccord Genuity Group: Canadian-headquartered independent investment dealer with capital markets, advisory, and wealth management businesses, the most direct peer to Leede in scale and offering mix in Canada.
• Raymond James (Canada): Canadian arm of a global wealth and capital markets firm; an independent-leaning dealer that competes with Leede in advisor recruitment and mid-market capital raising.

Emerging players

• Wealthsimple: Canadian digital wealth platform offering low-cost brokerage, robo-advisory, and managed investing; a key disruptor taking share from traditional independent dealers like Leede.
• Questrade: Canadian self-directed online brokerage increasingly expanding into managed wealth products, competing with Leede for fee-sensitive retail and emerging-affluent clients.

Broad incumbents

• RBC Dominion Securities: Wealth management arm of Royal Bank of Canada and the largest Canadian investment dealer, competing with Leede across full-service advisory and capital markets in Canada.
• TD Direct Investing: Self-directed brokerage platform of TD Bank, a direct competitor for retail Canadian brokerage clients and a structural headwind for Leede's self-directed business.
• Scotia iTRADE: Bank-owned online brokerage of Scotiabank competing for self-directed retail trading volume that would otherwise flow to Leede's brokerage services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/leede-jones-gable-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Leede Jones Gable