Each of LeeSide's principals hold the Chartered Financial Analyst designation, the highest accreditation within the investment industry.

LeeSide is a registered investment counsel firm in each province in which it offers its services.

An independent custodian houses and reports on the assets that are under the direction of every LeeSide client. This achieves of one of the most important tenets of the accounting profession, the separation of duties, in this case, keeping the investment decision makers separated from the physical control of the assets. As such it may be the most trusted, efficient and secure structure available to investors. The trust arrangement through the custodian also ensures the segregation of the assets from the other business operations of the financial institution.

LeeSide offers its services exclusively through the use of 'segregated accounts', which are subject to a $1 million threshold. The benefits to segregated fund accounts are many:

• Each segregated client has an investment policy and objective statement tailored to the client's specific investment needs.
• There is no attempting to fit a client to a financial product, but instead, the 'product' is created to fit the needs of the client.
• The degree of portfolio risk can be managed to the client's comfort level in a segregated account.
• Specific tax considerations, in the event of a taxable account, can also be managed to the exclusive benefit of the client.
• The use of segregated accounts allows for 'specialist' assignments for LeeSide's institutional accounts.
• LeeSide is confident that its clients will enjoy peace of mind knowing that they have selected a cost effective and secure arrangement for the protection and investment of their capital.