Investment Funds

Non-Discretionary Investors

Investing with Leith Wheeler gives you access to our unique, long-term value investment approach.

Take Control of Your Financial Future

With access to our suite of low fee Investment Funds and advice from our experienced team of Investment Advisors, whether you're looking for income, growth or a balanced approach, building a portfolio designed to achieve your long-term investment goals has never been easier. 

View Our Suite Of Funds

Our Suite of Funds

These Funds are helping our clients realize the long-term benefits of value investing.

Featured Fund

Leith Wheeler Balanced Fund

Risk Level

Low To Medium
Low High

Objective

To provide investors with a relatively stable, superior long-term rate of return through a balanced portfolio of common shares and fixed income.

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Featured Fund

Leith Wheeler Corporate Advantage Fund

Risk Level

Low To Medium
Low High

Objective

To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high-yield debt, loans, convertible debt and guaranteed mortgages). 

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Featured Fund

Leith Wheeler Canadian Dividend Fund

Risk Level

Medium
Low High

Objective

To provide investors with a source of monthly income, with some potential for long-term growth through capital appreciation and growth in dividends. 

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Fees

We only charge management fees and applicable taxes, which are consistently below the industry average.

Sales Charges

We don't believe in hidden fees and never charge account opening or transfer fees, sales charges or commissions.

To Purchase

Our Funds are available directly through Leith Wheeler and from a wide range of discount and full service brokers.

Karey Irwin

Contact Me to Learn More

Karey Irwin, Vice President, Investment Funds Advisor

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