Our Suite of Investment Funds

We’ve designed a suite of our own no-load investment funds, making the renowned advice of our Portfolio Managers and in-house analysts accessible to clients not yet ready to place a discretionary or segregated portfolio.

Those who engage us directly enjoy fees among the lowest in the industry and a solid record of performance. Accounts of $25,000 or more can be opened directly with Leith Wheeler.

Individuals may also invest in these funds through a third party such as a discount broker. The minimum initial investment is $5,000.

Equity Funds

Canadian Equity Fund
US Equity Fund
International Fund*
International Equity Plus Fund
Canadian Dividend Fund

International Funds are managed through strategic alliances with Sprucegrove and Tradewinds Global Investors. (learn more...)

Fixed Income Funds

Money Market Fund
Fixed Income Fund
Total Return Bond Fund*

Balanced Funds

Balanced Fund
Income Advantage Fund
Unrestricted Diversified Fund**

Availability:

The Leith Wheeler Investment Funds may be purchased by residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.

Sales Charges

No-loads. No purchase, transfer or redemption charges.

RRSPs, RRIFs and LIFs

RRSP's offered by Leith Wheeler at no additional charge. Automatic purchase and withdrawal plans also available.

To purchase:

Funds are available for purchase directly through Leith Wheeler. In addition, many discount and full service brokers offer Leith Wheeler Funds, although it is possible that some third party intermediaries may apply additional fees and/or service charges.

Karey Irwin, Investment Funds Advisor
Michael Job, Investment Funds Advisor

*available only to Discretionary investors
** available only to Accredited investors

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