加拿大第一独立经纪公司
我们有加拿大证券监管机构的认可，并确保合格理专人员能多方面评估和管理客户投资组合。在2018年，Investment Executive 杂志官评为 Leede Jones Gable 是加拿大排名第一的独立公司。
Chartered Investment Manager
Aloni Goh Wealth Management财富管理的所有团队成员,均有Chartered Investment Manager (CIM®)注册投资经理认证。成员都具备审慎投资与管理投资帐户的同业水准。
Leede Financial Inc.
Aloni Goh Wealth Management财富管理在Leede Financial Inc. 运作，该公司成立于1965年,在加拿大各地均设有办事处，可视为一家全国性的公司。
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
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 (CPH)
Advanced Investment Strategies (AIS)
Portfolio Management Techniques (PMT)
Chartered Investment Manager (CIM)
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