We’re invested in your tomorrow

Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.

For Individuals

From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.

For Institutions

Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.

For Advisors

Leith Wheeler offers F-Series Funds through investment advisors on a fee-for-service or discretionary basis. Our fees are among the lowest in the industry.

Our Ideas

Learn more about the Leith Wheeler way of thinking beyond the trends.

New Trust Reporting Requirements Now in Effect May Catch Some by Surprise


New Trust Reporting Requirements Now in Effect May Catch Some by Surprise

The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. If you listen carefully, you may hear a faint buzzing noise… the...

Leith Wheeler Explainer Series: The Dividend Debate


Leith Wheeler Explainer Series: The Dividend Debate

Dividends are great, but investors should beware of mistaking (just) a big yield for an investment opportunity. All that glitters on the Christmas tree is not gold. Let me explain. Dividends undoubtedly represent...

Hitting Pay Dirt: The Selling of an Ag Empire


Hitting Pay Dirt: The Selling of an Ag Empire

Please enjoy the inaugural edition of the Leith Wheeler “I Built This” Series, in which we plan to profile the journeys of remarkable entrepreneurs. It’s a grey day on the Naramata Bench, a...