Your plan comes first.
Every venture opportunity gets weighed against your whole financial picture before we bring it to you. If it doesn't fit, we'll say so. “No thanks” is always a perfectly good answer.
How we work
No fine print. Just how it works.
Most advisors pick a lane: careful or speculative. We cover both, so we're comfortable telling you when an opportunity doesn't fit.
Two specialists keeping each other honest.
Chen brings the venture opportunities. Max makes sure your foundation can handle them. Neither of us is incentivized to win the argument, so you get both sides of it.
We'll tell you how we get paid.
Before you invest, you'll know what it costs. Fees on new issues are shown in the offering documents and on your trade confirmation, and you'll get an annual report of what you've paid.
If there's a conflict, you'll hear it from us first.
We also help companies raise capital. When we have a relationship with a company we're showing you, we'll tell you upfront, explain what it means, and you decide. Taking part is never a condition of working with us.
Clients first, always.
When new offerings are available, private placements included, clients get first access, before we or anyone else at the firm can take part.
Straight talk on risk.
Venture investments can go to zero. We think they belong in a portfolio only in amounts you could live without, and that's how we'll help you size them.
Build the base. Back the bets. Know exactly how it all works.
Disclosures
Investment advice and services are provided through Leede Financial Inc., Member CIPF.
Statement of conflicts of interest: link to come
Related and connected issuers: leede.ca/related-and-connected-issuers-policy
Complaint handling: leede.ca/complaint-handling
Privacy policy: leede.ca/privacy-policy
Ask us anything
Questions about how we work?
A complimentary 20-minute intro call. No strings, no commitment, just a friendly chat to see if there's a real fit.