About
Overview
Stephen Whipp Financial
205 1208 Wharf St
Victoria, BC V8W 3B9
See Hours
| Monday | 8:30 AM - 4:30 PM |
|---|---|
| Tuesday | 8:30 AM - 4:30 PM |
| Wednesday | 8:30 AM - 4:30 PM |
| Thursday | 8:30 AM - 4:30 PM |
| Friday | 8:30 AM - 4:30 PM |
BBB Accreditation & Rating
About This Business
Products and Services
* Discretionary portfolio management
* Values-based financial planning
* Retirement planning
* Tax planning
* Values-based estate planning
* Insurance (group and individual)
* Planned and charitable giving
* Shareholder advocacy
They are inspired by the potential of responsible investment strategies to help build a more fair and resilient future... our choices have consequences.
BBB Accredited Since: 26/9/2005
Years in Business: 28
Business Details
- Local BBB:
- BBB serving Vancouver Island
- BBB File Opened:
- 7/9/2005
- Business Started:
- 1/1/1997
- Business Started Locally:
- 1/1/1997
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- Leede Financial Inc.
- Stephen Whipp, Certified Financial Planner
- Business Management:
- Stephen MI Whipp, Financial Advisor
- JP MI Lafleur, Portfolio Manager
- Laura MI Robb, Client Service Specialist
Additional Contact Information
- Principal Contacts
- Stephen MI Whipp, Financial Advisor
- Customer Contacts
- Stephen MI Whipp, Financial Advisor
- JP MI Lafleur, Portfolio Manager
- Amrit Kaur, Client Service Coordinator
- Fax numbers
- Primary Fax: (250) 386-3550
- Additional Email Addresses
- Primary: Email this Business
- Complaint: Email this Business
- Inquiry: Email this Business
- Customer Service: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of REGISTERED for this business, issued by Financial Consumer Agency of Canada
Financial Consumer Agency of Canada
427 Laurier Avenue West, 6th Floor
Ottawa ON K1R 1
Additional Information
- Program Participation
- BBB Supporter
These agencies support your BBB and its vision of an ethical marketplace, where buyers and sellers trust each other.
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