Integral Investing at Leede Financial
Wealth planning and long-term investing, grounded in disciplined strategy and a values-first approach.
No cost, no commitment. Book a first conversation.
Welcome to Integral Investing
I am Ridge Frank-White, and I am here to help you navigate the complexities that wealth brings with clarity and confidence and Integrity.
Whether you are stewarding family wealth, approaching retirement, thinking through cross-border considerations, or simply trying to get organised, we can start with an initial conversation to understand your situation and discuss best practices, including coordination with your other professionals where helpful.
With the strength of Leede Financial behind me and a passion for tailored, thoughtful financial planning, I offer my clients more than advice. I offer partnership and peace of mind.
Your Partner in Financial Clarity, Purpose, and Growth
Wealth management is not just about efficient accumulation; it is also about aligning your financial planning with your life vision. Together, we will build a strategy for your money that is informed by your values and tailormade to help you achieve your goals.
Delayed gratification, not deferred pleasure. Money is emotional, and it is often easier to be objective about someone else's finances than your own.
Why Choose Me?
Innovative Solutions
I tailor financial planning solutions that reflect your goals, lifestyle, and values. From asset allocation to working with accountants and legal professionals on tax and estate strategies, my approach is effective, forward thinking, and grounded in Integrity.
A Holistic Approach
Your financial journey is about more than money. It is about aligning your wealth with your passions, career, and life goals. Together, we will craft a plan that supports your overall well being.
Expertise + Empathy + Enthusiasm
As an entrepreneur and a Tri U.S.-Canadian-German citizen, I understand the emotional weight of these financial decisions and have experianced first hand some of the complexities of cross-border planning. I bring both personal understanding and applied proficiency to help you chart a clear course.
Trust and Transparency
I am committed to acting in your best interest, with transparency and care. Beyond tangible contributions to your bottom line, my job is to ensure you understand and feel comfortable with your financial decision making process.
Who I Work With
Professionals, Business Owners, and Entrepreneurs
I work with high net worth, ultra high net worth, and those on the path.
Doctors, entrepreneurs, academics, and philanthropists: you are driven individuals committed to something bigger than yourselves. Your finances are a means to enable these endeavours. Let us make sure they are well positioned to support your goals.
Values Driven Investors
If you want your portfolio to reflect your vision for a better world, I specialize in strategies that balance ethical considerations with disciplined, long term investing.
Learn about Investing with Integrity →U.S. Persons in Canada
If you have financial moving parts on both sides of the border, we can start with a conversation to understand your situation and discuss general cross-border considerations. Where tax or legal questions come up, I coordinate with your accountant and legal counsel.
What Makes Integral Investing Different?
Beyond Money
Your wealth is about freedom, purpose, and the ability to live life on your own terms. I help you navigate every step of your financial journey with clarity and intention.
Custom Tailored Strategies
No two clients are alike. Investing is a personalized puzzle we get to figure out together. I craft strategies designed exclusively for you.
A Partnership Built on Trust
When we work together, you are not just a client. You are a partner. I am here to celebrate your wins, help you tackle challenges, and ensure you feel confident in the decisions we make together.
Let's Start the Conversation
Finance should empower, not overwhelm. I will help you transform financial complexity into clarity so you can focus on what truly matters.
This part of life can be stressful, so we keep the first step simple and practical.
No cost, no commitment. Book a first conversation.
What to expect
- 1
Intro call
Goals, constraints, and what is on your mind.
- 2
Plan and priorities
What matters most, what comes first, and why.
- 3
Next steps
Implement, coordinate with professionals as needed, and review over time.
No cost, no commitment. If we are not a fit, you will still leave with clarity.
