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.
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.
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.
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.
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.
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.
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.
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.
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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