An Important Partner

As financial markets’ complexity continues to grow, and as Canadians are living longer and longer lives, the choice to work with investment counsel is one more and more Canadians are making. It can be a challenging decision, and it’s certainly an important partnership.

We expect to be interviewed. You are, after all, looking for a partnership. We encourage you to ask questions, to inquire about our approach and our track record. And we commit to being open and transparent about how we work.

Three Keys to Choosing Your Investment Manager

Be Diligent: Whether you talk to friends, family members, or professional advisors, be diligent about your assessment. The more you know, the more confident you’ll be that you’ve made the right decision.

Many of our clients have demonstrated their trust in Leith Wheeler by referring friends, family members and business associates to us. We respect and value those relationships, and work hard every day to earn and reinforce their trust.

Look for Ethics & Competence: The intricacies of today’s financial markets and investment vehicles are such that every advisor or Portfolio Manager must commit to lifelong learning. Our industry is constantly changing and evolving, and the need to stay abreast of new insights, ideas and opportunities can’t be underestimated. As you interview investment counselors, inquire about their standards of engagement and their accreditations.

Our Portfolio Managers are all dedicated, professionally designated professionals. Their academic and professional training is second to none, and their individual commitments add up to a firm with exceptional ethical standards.

Recognize Fit & Relationship: Investment counselors are best equipped to perform when they’re able to strike a close, trusting working relationship with their clients. You should look for a comfortable fit—both in terms of rigorous investment management, personal engagement and connection.

At Leith Wheeler, we take a long view of wealth management and of relationship building. We’ll be working together for a long time. A good fit, and an enduring relationship will have you and us doing well into the future.

To learn more about the standards, certifications and designations of our industry, visit the CFA Institute.