Introduction
Leede Financial Inc. provides clients with truly impartial advice through more than 180+ investment advisors and portfolio managers across Canada. Our primary objective is to help our clients achieve their financial goals through a full range of investment products and services. We are in place to serve you from our offices in Calgary, Vancouver, Toronto and Montreal and from regional offices in cities that include Charlottetown, Fredericton, Brandon, Red Deer, Kamloops and many smaller centers. Leede Financial Inc. also assists Canadian and International companies obtain access to the Canadian capital markets.
The Asian Business Division was founded in 2014 to help Asian investors and institutions develop business within North America. The team consists of a strong group of experienced professionals and marketing consultants to provide tailored personal and corporate financial advice to Asian clientele worldwide.
The Team
Larry Martin - Executive Vice President and Director
Larry Martin has been in the securities industry since 1984 and joined Leede Financial Inc. in 2004 as Branch Manager and Senior Vice-President. Prior to joining Leede Financial Inc., Larry was a founding partner and President of Georgia Pacific Securities until selling his ownership in 2001 and joining Canaccord Capital Corporation as a Senior Vice-President and Director. Larry’s passion is to take private companies public and to structure financial deals. His favorite activity outside of business is golfing and he is a member of the Point Grey Golf & Country Club.
Chen He - Investment Advisor
Chen He was born in the historic city of Xi’an, China, and made the journey to Canada as a teenager. He pursued his passion for finance at the SFU Beedie School of Business, where he earned a Bachelor of Business Administration with a concentration in Finance. Chen launched his financial career at RBC Royal Bank in 2017, quickly making his mark in the industry. In 2019, under the mentorship and guidance of Larry Martin, he brought his talents to Leede Financial Inc., where he has continued to thrive, amassing seven years of experience in the financial world. Fluent in both Mandarin and English, Chen effortlessly bridges cultural and linguistic divides, connecting with a diverse clientele across the world. His approach is deeply personalized, crafting financial strategies that are finely tuned to each client’s unique goals and risk preferences, ensuring they are well-equipped to achieve their financial aspirations.
Juliet Chiu - Associate
Juliet Chiu joined Leede Financial Inc. in 2025 with a strong foundation in client service and financial advisory. Born in Hong Kong and raised between Guangzhou and Vancouver, her background across different regions gives her a well-rounded perspective when working with clients. Juliet began her financial career as a Client Service Representative at TD Canada Trust while completing her Bachelor’s degree in Psychology at the University of British Columbia. After a brief experience in film production, she returned to the financial sector in 2022 as a Financial Advisor at RBC, where she discovered her passion for investment and wealth management. Now working under Larry Martin, Executive Vice President and Director at Leede Financial, Juliet continues to grow in her role, supporting clients with professionalism and care. Fluent in Cantonese, Mandarin, and English, she is committed to building strong, long-term client relationships through a deep understanding of their financial goals.
Lilian Wang - Investment Advisor
Lilian started her career at McDermid St. Lawrence in 1997, which subsequently became known as Raymond James Canada. She Joined Leede Financial Inc. in 2005 and has been working in the financial industry for 17 years. Her mission is to provide professional and unbiased investment advice according to clients’ needs to seek outstanding investment return. Her expertise is not only in blue chip market but also in picking up the investment opportunity in venture market to maximum the return of the portfolio.
引言
利德金融证券公司（Leede Financial Inc.）是加拿大非银行拥有的全国性独立证券公司。拥有50年以上的历史以及180多名投资顾问，致力于为客户提供量身定制的投资建议。作为独立的政府注册交易商，公司为客户提供全面的投资理财产品和服务来帮助客户实现财务规划目标。通过在多伦多、温哥华、蒙特利尔、卡尔加里以及其它城市和地区的分支机构，公司致力于帮助本地和国际投资者实现在加拿大资本市场的长期回报。
亚洲业务部门 – 创立于2014年，旨在帮助亚洲投资者和投资机构开拓北美市场。经验丰富的投资和市场顾问团队，以其对中加两国金融市场的深入理解，用流利的中英双语服务，为您量身打造投资理财服务和公司金融服务。
亚洲业务团队简介如下
马莱瑞 – 资深副总裁/董事/ (Larry Martin)
莱瑞于1984年开始涉足证券投资市场，加入利德前，曾任乔治亚太平洋证券公司的联合创始人和总裁。他于2001年出售其在乔治亚太平洋证券公司的股份并以资深副总裁的身份加入Canaccord资本公司。2004年，莱瑞以总经理/资深副总裁的身份加入利德金融证券，并致力于公司上市和重组业务。他最热爱的户外运动是高尔夫球，并是Point Grey高尔夫球俱乐部的会员。
何晨曦 – 投资顾问 (Chen He)
何晨曦出生于中国历史悠久的西安市，青少年时期移民到加拿大。他在西蒙菲莎（Simon Fraser University）大学比迪商学院 (Beedie School of Business) 追求自己对金融的热情，并获得了工商管理学士学位，主修金融。何晨曦于2017年在加拿大皇家银行开始了他的职业生涯，并迅速在行业中崭露头角。2019年，他在马莱瑞的带领之下加入了利得金融公司，并继续在金融领域蓬勃发展，积累了八年的行业经验。何晨曦精通普通话和英语，能够轻松跨越文化和语言的障碍，与多元化的客户群体建立关系。他的理财服务风格高度个性化，量身定制的金融策略紧密契合每位客户的独特目标和风险偏好，确保他们具备实现财务目标的能力。
赵凯嘉 - 投资顾问助理 (Juliet Chiu）
赵凯嘉 Juliet Chiu出生于香港，在充满活力的都市环境中成长。她曾在小学期间于中国广州就读四年，随后返回香港完成中学教育。十七岁时，她移民至加拿大，进入英属哥伦比亚大学（University of British Columbia）取得心理学学士学位。在校期间，赵凯嘉在加拿大道明银行担任客户服务顾问，积累了宝贵的客户服务经验，为她在金融领域奠定了坚实基础。
毕业后，赵凯嘉短暂涉足电影制作行业，参与幕后工作，进行影片剪辑及色彩校正。2022年，她重返金融行业，加入加拿大皇家银行，担任财务顾问，并凭借出色表现迅速晋升为财务顾问主任。期间，她发现了对投资与财富管理的深厚热情。
随后，赵凯嘉有幸在马莱瑞 – 执行副总裁/董事（Larry Martin）的指导下加入利得金融公司（Leede Financial Inc.），进一步在财富管理领域蓬勃发展。她精通粤语、普通话及英语，能够流利地阅读、书写及沟通，轻松跨越文化与语言的界限，与多元化的客户群体建立深厚关系。
王方莉 – 投资顾问 (Lilian Wang)
自1997年加入 McDermid St. Lawrence 投资理财公司 (后成为 Raymond James 投资理财公司) ，王方莉女士已从事理财投资工近三十年，于2005年加入利德金融证券公司后，多年来专注于为客户提供投资咨询和资产管理服务，根据各人不同的理财需要推荐投资产品、根据客户需求制定合理的资金分配方案, 力求在规避风险的同时获取资本的最大回报。在不同的是市场周期里，不但帮助投资人搜寻有长期成长潜力的公司，也在创投市场中为投资人挑选有成倍增长的机会，为客户的投资带来理想的回报。