Retire Well.

Advice Tailored For You.

Advice Tailored For You

The #1 Independent Firm in Canada

Among our peers, we are recognized for the quality of our culture and operations support. In 2018, the Investment Executive rated Leede Financial Inc. the #1 independent firm in Canada.

Welcome to Aloni Goh Wealth Management, an investment management group with over 50 years of combined experience, providing services and advice to individuals, families, corporations and trusts. We are licensed Chartered Investment Managers (CIM®), meaning we conduct discretionary investment management services specializing in high-level investments tailored to affluent clients.

Advice Tailored For You

Aloni Goh Wealth Management is a wealth management team with Leede Financial Inc., an independent, employee-owned firm with roots stretching back to 1965. With offices from Victoria to Charlottetown, Leede Financial Inc. combines the benefits of a national presence. We focus on the basics that keep clients happy – a full line of investment products and freedom for advisors to do what is best for their clients.

Trusted Advice

We are licensed Chartered Investment Managers (CIM®), meaning we conduct discretionary investment management services

Superior Service

With Aloni Goh Wealth Management, our customized, diverse portfolios will help you understand your risk tolerance and reach your financial goals.

Our Investment Philosophy

In Aesop’s fable, “The Tortoise and the Hare,” slow and steady wins the race. Our goal is to seek a reasonable return over the long term while taking measured risks.

Understanding risk is one of the most important factors when it comes to investing. Our investment philosophy involves helping our clients understand their risk tolerance and aligning their financial objectives with proper asset allocation under the current investment environment using macro and technical analysis. We are more stable and predictable because we invest primarily in mature, mid-to large-cap companies with a stable and predictable outlook.

Our commitment to providing sound financial advice along with quality service translates to a positive experience. Our experienced and knowledgeable team is available on call and will personally handle any issues. Over time, relationships are strengthened through consistency, patience, expertise and trust.

Stable. Predictable. Achievable.

Our commitment to providing sound financial advice along with quality service translates to a positive experience. Our experienced and knowledgeable team is available on call and will personally handle any issues. Over time, relationships are strengthened through consistency, patience, expertise and trust.

Office
Suite 1800, 1140 West Pender Street
Vancouver, BC. V6E 4G1

Ron Aloni
Phone: 604-658-3056

Jason Chen
Phone: 604-658-3043

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