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Forms

Getting Started


To open an account, please contact one of our Investment Advisors to determine a portfolio that is suitable for you. The minimum initial investment is $25,000 which can be invested in one or a combination of our funds.

In order to facilitate the account opening process, you may print the applicable forms below and send to us once completed.

    
 

Application Forms

Non Registered Account - Personal Account PDF
Non Registered Account - Corporate Account PDF
RRSP Account / Spousal RRSP Account PDF
RRIF Account PDF
Tax Free Savings Account PDF
Account Update Form PDF
Online Access Form PDF
 

Transfer Forms

Non-Registered Account PDF
RRSP/RRIF Account PDF
From a Pension Plan (T2151) PDF
TFSA Transfer Form PDF

     

Transaction Request Forms

Mutual Funds Order Form PDF
Automatic Purchase Form PDF
Automatic Withdrawal Form PDF

 

  
 

Documents

The following publications are available for download.


Simplified Prospectus

Simplified Prospectus June 16, 2011 PDF

 

Leith Wheeler Investment Funds Quarterly Reviews

Q1 2011 PDF
Q2 2011 PDF
Q3 2011 PDF
Q4 2010 PDF

 

Fund Facts

Balanced Fund PDF
Canadian Equity Fund PDF
US Equity Fund PDF
Fixed Income Fund PDF
Money Market Fund PDF
International Equity Plus Fund PDF
Canadian Dividend Fund PDF
Income Advantage Fund PDF



Year End Management Reports of Fund Performance

as at December 31, 2010

Balanced Fund PDF
Canadian Equity Fund PDF
US Equity Fund PDF
Fixed Income Fund PDF
Money Market Fund PDF
International Equity Plus Fund PDF
Canadian Dividend Fund PDF
Income Advantage Fund PDF

 

Interim Management Reports of Fund Performance

as at June 30, 2011

Balanced Fund PDF
Canadian Equity Fund PDF
US Equity Fund PDF
Fixed Income Fund PDF
Money Market Fund PDF
International Equity Plus Fund PDF
Canadian Dividend Fund PDF
Income Advantage Fund PDF



Audited Financial Statements

as at December 31, 2010

Balanced Fund PDF
Canadian Equity Fund PDF
US Equity Fund PDF
Fixed Income Fund PDF
Money Market Fund PDF
International Equity Plus Fund PDF
Canadian Dividend Fund PDF
Income Advantage Fund PDF

 

Interim Financial Statements

as at June 30, 2011
Balanced Fund PDF
Canadian Equity Fund PDF
US Equity Fund PDF
Fixed Income Fund PDF
Money Market Fund PDF
International Equity Plus Fund PDF
Canadian Dividend Fund PDF
Income Advantage Fund PDF
 



Proxy Reports

Canadian Proxy Record, June 2010 PDF
US Proxy Record, June 2010 PDF

 

 

Independent Review Committee Reports

Report to Shareholders, 2011 PDF
Report to Shareholders, 2010 PDF
Report to Shareholders, 2009 PDF



 

 

NOTE: You will need the free Adobe Reader software to view these reports. If you don't already have it, please click on the icon to download the software now.

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© 2012 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.

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