History

History

Our firm was founded on the belief that our success depended on putting clients first.

History

  • 1982

    Murray Leith and Bill Wheeler found the firm in Vancouver

  • 1982

    Partner with our initial institutional client

  • 1983

    Partner with our initial foundation client

  • 1986

    Murray Leith co-founds Portfolio Management Foundation program at UBC

  • 1987

    Join the International Foundation of Employee Benefits

  • 1993

    Move from the Stock Exchange Building

  • 1994

    Launch initial suite of mutual funds

  • 2003

    Founding partner succession begins

  • 2004

    Partner with our initial Indigenous client

  • 2007

    Firm's 25th Anniversary

  • 2009

    Jim Gilliland, Leith Wheeler's CEO, joins the team

  • 2011

    Calgary office opens

  • 2013

    Founding partner succession completed

  • 2013

    Become signatory to UN Principles for Responsible Investment

  • 2015

    Toronto office opens

  • 2015

    Open LW Investment Research Lab at UBC

  • 2015

    Launch Advisor Fund Series