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.
Chartered Investment Manager
All team members of Aloni Goh Wealth Management hold the Chartered Investment Manager (CIM®) designation, the industry standard for discretionary investment and portfolio management services.
Leede Financial Inc.
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.
Ron Aloni, BA, CIM
As a founding partner of Aloni Goh Wealth Management, Ron is an internationally experienced Portfolio Manager holding the Chartered Investment Manager (CIM) designation. Using his strategic and astute business acumen, he 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.
Aloni Goh Wealth Management is an established investment advisory practice and annually adds qualified clients. 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.
A long-time supporter of the arts, Ron recognizes the value in giving back to the community. He has generously donated to hospitals, art galleries and universities including the B.C. Cancer Society, UBC Hospital, Vancouver General Hospital, St. Paul’s Hospital, Burnaby Art Gallery and his alma mater, Simon Fraser University. Ron is conversant in English and Mandarin.
BUSINESS FOCUS:
Individuals, Families, Trusts and Corporations
Portfolio Management
Investment and Asset Management
Company Evaluation and Due Diligence
Client Relationship Management
Financial Planning
Cash Management
RRSP, RRIF, TFSA, RESP
Canadian and U.S. Dollar Accounts
CERTIFICATIONS:
Canadian Securities Course (CSC)
Personal Financial Planning Course (PFPC)
Options Licensing Course (OLC)
Chartered Investment Manager (CIM)
CHARITIES SUPPORTED:
B.C. Cancer Society
UBC Hospital
Vancouver General Hospital
St. Paul’s Hospital
Burnaby Art Gallery
Simon Fraser University
Alan Goh, BBA, CIM
Alan holds the Canadian Investment Manager (CIM) designation and graduated from Acadia University’s Business Administration program. He has more than 30 years of financial experience, trading equities and commodities in markets ranging from the NYSE to the Tokyo Commodities Exchange (TOCOM). While running a commodities trading business in Singapore, his clients included Cargill, Goodyear and Itochu, and he still keeps in touch with his business associates in Asia. Alan enjoys playing the keyboard with his local band and lives in Vancouver with his two sons.
EDUCATION:
Bachelor of Business Administration, Acadia University
CERTIFICATIONS:
Canadian Securities Course (CSC)
Personal Financial Planning Course (PFPC)
Canadian Options Course
Canadian Investment Manager (CIM)
Jason Chen, BA, MJ, CIM
Jason started as an Associate at Wolverton Securities before joining Leede Jones Gable Inc.. He holds the Chartered Investment Manager (CIM) designation and completed his undergraduate studies at St. Francis Xavier University before pursuing a Master of Journalism from Carleton University. He previously worked in the media and public relations industry with non-profit and sports organizations, providing marketing and analytical support. Jason is a certified coach with Hockey Canada and hosts a pop culture podcast in his spare time.
EDUCATION:
Bachelor of Arts (Honours), St. Francis Xavier University
Master of Journalism, Carleton University
CERTIFICATIONS:
Canadian Securities Course (CSC)
Wealth Management Essentials (WME)
Conduct and Practices Handbook Course (CPH)
Advanced Investment Strategies (AIS)
Portfolio Management Techniques (PMT)
Chartered Investment Manager (CIM)
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