Ron Aloni
Investment Advisor @Leede Financial Inc
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WORK HISTORY
Investment Advisor @Leede Financial Inc
CA
Leede Financial Inc. is one of Western Canada’s leading independently owned investment dealers, employing 90 investment advisors at offices in Vancouver, Calgary, Kamloops, and Brandon, and providing a full range of investment services to clients all across Canada.Fully employee-owned, Leede Financial Inc. is built upon a commitment to professional excellence and personal service that began in 1987, and remains an integral part of our operations today.Focus: Retirement Planning, Tax and Estate Planning, Cash Management RRSP, RRIF, TFSA, RESP
EDUCATION
Simon Fraser University
Bachelor's degree, Economics/Politcal Science
Simon Fraser University
Bachelor's Degree
SKILLS
ABOUT RON ALONI
Using his strategic and astute business acumen, Ron has spent over 25 years advising high-net-worth individuals and corporations to build and preserve wealth. His long-term client relationships are testimonials to his integrity and dedication to planning and execution of bespoke investment strategies with superior service.Learning and analyzing your financial requirements and risk objectives is critical when allocating your financial resources to develop your tailored, diversified portfolio. With extensive information on the markets and access to diverse investment vehicles, we are able to define a strategy to meet your financial goals throughout your lifetime. Our success is measured by achieving your goals.BUSINESS FOCUS:Individuals, Families, Trusts and CorporationsInvestment and Asset ManagementCompany Evaluation and Due DiligenceClient Relationship ManagementFinancial PlanningCash ManagementRRSP, RRIF, TFSA, RESPCanadian and U.S. Dollar AccountsCERTIFICATIONS:Canadian Securities Course (CSC)Personal Financial Planning Course (PFPC)Options Licensing Course (OLC)CHARITIES SUPPORTED:B.C. Cancer SocietyUBC HospitalVancouver General HospitalSt. Paul’s HospitalBurnaby Art GallerySimon Fraser UniversityLeede Financial Inc. advisors may only transact business in provinces where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces where the advisor is not registered. The comments and opinions expressed herein reflect personal views and should not be considered representative of the beliefs or opinions of Leede Financial Inc. Leede Financial Inc. is a Canadian based independent, full‐service investment firm and a member of Canadian Investment Regulatory Organization (CIRO), and a member of the Canadian Investor Protection Fund (CIPF).
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