Institutional Clients

We advise and manage the assets of some of Canada’s most prominent and successful pension funds, charitable endowments, First Nations trusts and other institutional funds. Learn more >

Private Clients

From early-career investors, through their peak earning years, our private clients benefit from our long view approach. Learn more >

Read the latest edition of INvested and Planning Matters here.

Our Ideas — Read the latest insights and perspectives from the team

Are Financial Markets Broken?

By: Jim Gilliland & David Schaffner As 2011 comes to a close, investors continue to be bombarded by daily news of economic and political problems. In the U.S., housing prices remain depressed, the unemployment rate remains stubbornly high, and … Read full article >

Year-End Tax Planning

Making a List & Checking it Twice The month of December brings on challenges for procrastinators in a race to ensure the last deadlines of the year are met. To help alleviate some of the stress of the holiday season, … Read full article >

U.S. Estate Tax Exposure for Canadians

Death and taxes are two certain things in life. But did you know that even if you are a Canadian citizen and a resident of Canada, you may be subject to U.S. estate taxes when you die? If you own … Read full article >

In The Media

Read what others are saying about Leith Wheeler. Learn more >

Leith Wheeler Awarded "A" Grade

Leith Wheeler has been identified as one of only four firms in Canada to receive an overall "A" rating from the Morningstar Stewardship Survey. The purpose of this survey is to show how well Fund Managers align their interests with their clients