Leede Financial | Sharc Energy (opens in a new tab)
Leede says it backed SHARC Energy by subscribing to a private placement of unsecured convertible debentures. No amount or formal agency role is given.
Canadian Investment Bank
Calgary-headquartered, employee-owned independent dealer with 18 branches and a small-cap capital markets team.
Leede Financial is an employee-owned independent investment dealer headquartered in Calgary and licensed in every province and territory. It was formed when Leede Financial Markets merged with Toronto's Jones, Gable and Company (founded 1965) in 2015 and took its current name in 2024. Most of the firm is a national wealth management network of advisors and portfolio managers, alongside a capital markets group that does new issue financings, IPOs, private placements, M&A and fairness opinions for smaller companies, with research and syndication teams. Its published bankers and analysts cover healthcare and biotechnology among other areas, but it posts no formal student or analyst program.
0 open roles0 deals6 people22 sources
Investment advisors and portfolio managers across the country offering commission and fee-based accounts with an open product shelf and no in-house Leede products; the firm clears its own trades on Broadridge.
New issue financings, IPOs, pre-public private placements, debt and equity financings, M&A, exchange-listing sponsorships, fairness opinions and restructurings for targeted smaller companies.
Manages syndication, marketing, distribution and pricing of IPOs, secondary and overnight deals and private placements, drawing on retail and institutional demand.
Research group led by a Head of Research, with dedicated healthcare and biotechnology analyst coverage.
Leede describes itself as having Canada's only dedicated responsible investment group.
| Calgary | AB | headquarters |
| Red Deer | AB | office |
| Brandon | MB | office |
| Winnipeg | MB | office |
| Vancouver | BC | office |
| Courtenay | BC | office |
| Kamloops | BC | office |
| Victoria | BC | office |
| Parksville | BC | office |
| Toronto | ON | office |
Powered by
From the inside
Reasons that work in interviews
3 reasons for Leede Financial
At this size the interviewer is usually a founding partner, so a reason assembled from the firm’s homepage will not survive. Build the answer from four things instead, in order: one named transaction from their tombstones and what you found interesting about it; who you would report to, and what you want to learn from them specifically; why small, in your own words, tied to something you have actually done; and why this sector or region, if the firm has one.
Western Canadian roots with both retail distribution and capital markets, so you see where small-cap paper actually goes.
Calgary and Vancouver presence suits you if you want to stay west.
Small firm, so an analyst is on the desk rather than behind it.
Coming soon
We’re collecting the real technical and behavioural questions candidates were asked at Leede Financial, by role and office, and how each round runs.
When they’re in, they’ll be part of BSO Pro, which already has candidate reports for dozens of firms.
Interviewing there sooner than that? Get in touch and we’ll help you prepare.
Typical background
GuidanceNo prior finance experience required.
Global bulge brackets and elite boutiques
Global banks
Leede Financial works as one generalist team: bankers staff deals across these sectors rather than joining a group, so there is no group to pick when you apply. Mainly a wealth management firm; its capital markets arm offers investment banking (financings, advisory, IPOs) and a syndication / ECM desk. The only named sector team is Healthcare and Biotechnology, and the site does not give its office.
Healthcare and Biotechnology Investment Banking
Equity Capital Markets / Syndication
Chief Executive Officer
Executive Management
CEO who joined the firm more than 20 years ago as CFO. He worked earlier in senior finance, procurement and commodity-risk roles in oil and gas, and qualified as a CPA at a national accounting firm. He advises several industry committees, including at CIRO and the Alberta Securities Commission, and sits on the Canadian Securities Exchange board.
Chairman
Executive Management
Chairman with over 40 years in the securities industry. He has served as a director of the Canadian Securities Institute, the Canadian Investor Protection Fund, the Investment Dealers Association (now CIRO) and the Canadian National Stock Exchange, and as Vice-Chairman of the Vancouver Stock Exchange.
President
Executive Management
President who joined in 2007 and has worked as an investment advisor, portfolio manager and branch manager at the firm. He still manages client portfolios and represents Leede on CIRO's Pacific Regional Council.
Chief Financial Officer & VP Finance
Executive Management
CFO and VP Finance who joined in 2014 and has held progressively senior roles since. He is a CPA (CA) and sits on the executive committee of the industry's Financial and Operations Advisory Section.
Executive Vice President, Managing Director, Head of Capital Markets
Capital Markets
Leads the capital markets group, which covers investment banking, syndication and new issues. The official site gives only his title.
Managing Director, Healthcare and Biotechnology Investment Banking
Capital Markets
Runs Leede's healthcare and biotechnology investment banking coverage. The official site gives only his title.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Leede says it backed SHARC Energy by subscribing to a private placement of unsecured convertible debentures. No amount or formal agency role is given.
Horizon Petroleum closed a first tranche of about $2.47 million of secured convertible debenture units, and its CEO thanked advisors at Leede. Leede's exact role is not stated.
The firm drops "Jones Gable" from its name.
Leede Financial Markets and Jones, Gable and Company merge.
An ownership change creates Leede Financial Markets, which then expands across Western Canada.
Regional brokerage that is the root of the Leede side of the firm.
Predecessor firm that later built offices across Ontario, Quebec and Atlantic Canada.
No sourced transactions or people moves for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
Tell us what we’re missing22
0
0
0
Leede Financial Inc. · Jun 8, 2026 · leede.ca
Leede Financial Inc. · Jun 8, 2026 · leede.ca
Leede Jones Gable (TheNewswire) · Oct 13, 2020 · thenewswire.com
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Leede Financial Inc. · Date unavailable · leede.ca
Showing sources for the free preview. 0 further sources support the locked intelligence on this page.
Add your resume and BSO shows how you match Leede Financial and the signals in your favour. BSO Pro adds how to position yourself, who to contact and the roles open at your level.
Get your plan| Aurora | ON | office |
| London | ON | office |
| Thunder Bay | ON | office |
| Montréal | QC | office |
| Sherbrooke | QC | office |
| Quebec City | QC | office |
| Charlottetown | PE | office |
| Fredericton | NB | office |
Big Six banks
Rising boutiques and mid-market independents
Boutiques, small-cap dealers and deal advisory
Leede Financial is hereWhere people go next
Guidance