Helping You Move Forward

Professional advice you can count on.

We Put You First

At Ron Aloni Wealth Management, we help clients navigate complex financial decisions through every stage of life. True wealth management requires more than selecting securities. It requires a deep understanding of your goals, along with consistent guidance and personalized service to keep you on track over time.

We begin by listening carefully and understanding your goals and priorities. From there, we develop clear and practical strategies designed to support your long term financial objectives. As fiduciaries, your best interests always come first.

We provide ongoing advice, financial planning and disciplined portfolio oversight to help you make informed decisions.

With more than 35 years of combined experience, we have advised individuals, families, trusts, corporations and foundations. As Chartered Investment Managers (CIM®), we bring advanced training in portfolio construction and fiduciary responsibility, including strategic asset allocation, risk management, tax awareness and continuous portfolio monitoring.

We operate without proprietary product obligations, and our recommendations remain objective and focused on what works best for you.

Supported by Leede Financial Inc., an independent firm with roots dating back to 1965, we combine personal service with the strength and infrastructure of an established investment firm.

Ron Aloni Wealth Management

Ron Aloni, CIM®

Ron Aloni is the Founder of Ron Aloni Wealth Management and a Portfolio Manager with more than 25 years of experience advising high net worth individuals, families, trusts, and corporations.

He is known for disciplined investing, thoughtful planning, and a long term approach to wealth preservation delivered with a high standard of personal service.

Ron’s practice is built on long-standing client relationships and a commitment to integrity, strategic thinking, and portfolio strategies tailored to each client’s unique needs.

A central part of Ron’s philosophy is developing a deep understanding of each client’s financial situation, goals, and risk tolerance. This foundation supports the construction of diversified portfolios informed by careful market analysis and access to a broad range of investment solutions.

Outside of his professional work, Ron is a long-time supporter of the arts and healthcare. He actively supports hospitals, cultural institutions, and universities across British Columbia.

Ron is fluent in English and conversant in Mandarin.

Certifications

  • Canadian Securities Course (CSC)

  • Personal Financial Planning Course (PFPC)

  • Options Licensing Course (OLC)

  • Chartered Investment Manager (CIM®)

Ron Aloni Wealth Management

Jason Chen, CIM®

Jason Chen is a Portfolio Manager at Ron Aloni Wealth Management who combines academic training with practical investment experience. He holds the Chartered Investment Manager designation and completed both his undergraduate and graduate studies in Canada.

Jason’s professional background includes work in media for profit and non-profit organizations supporting the environment, education, and sport and leisure. His strong communication and relationship building skills align closely with the client-first philosophy of Ron Aloni Wealth Management.

In his advisory work, Jason focuses on understanding each client’s financial situation, objectives, and risk tolerance. This knowledge provides the basis of thoughtful analysis and the construction of diversified portfolios tailored to each client’s needs.

Jason is committed to providing high-quality personalized service and building long-term client relationships while helping ensure portfolios remain aligned with long-term financial goals.

Outside of his professional work, Jason is an amateur competitive golfer and freelances in media as a sportswriter.

Jason is fluent in English and conversant in Mandarin and Taiwanese Hokkien.

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®)

Areas of Focus

Business Focus

  • Individuals, Families, Trusts, Corporations, Foundations

  • Discretionary Portfolio Management

  • Investment & Asset Management

  • Company Evaluation & Due Diligence

  • Personalized Client Relationships

  • Financial Planning

  • Cash Management

  • RRSP, RRIF, TFSA, RESP, RDSP

  • Canadian & U.S. Dollar Accounts

Charities & Organizations Supported

  • BC Mental Health Foundation
    (Make a Donation: bcmhf.ca)

  • BC Cancer Society

  • UBC Hospital

  • Vancouver General Hospital

  • St. Paul’s Hospital

  • Burnaby Art Gallery

  • Simon Fraser University

What Sets Us Apart

Practical Problem-Solving

Financial advice should be practical, not theoretical. We begin with your real life circumstances and develop clear strategies designed to help you make confident decisions and move forward with purpose.

Proactive Support

Financial decisions rarely happen on a fixed timeline. We stay responsive and attentive so you have reliable guidance whenever new opportunities or challenges arise.

Care You Can Feel

We take the time to understand what matters most to you and communicate clearly so you always feel informed, confident, and well supported.

Testimonials

Ron has been my trusted Investment Advisor for years now, and their no-nonsense approach to investing and consistent returns continue to impress me.

Real Estate Lawyer (Vancouver, BC)

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