Institutional Services

At Leith Wheeler, we have managed tax-exempt accounts for clients since the firm's inception in 1982. Our clients include corporations, endowments and foundations, as well as multi-employer and union pension plans in both the private and public sectors. We have clients from the Maritimes to British Columbia. Each account is managed individually on either a pooled or segregated basis, in accordance with each client's Investment Policy Statement and any specified account restrictions. Two Portfolio Managers work closely with each client to provide both depth of knowledge and service.

Contact:
David Ayriss, V.P., Portfolio Manager
davida@leithwheeler.com

Perry Teperson, CFA, V.P., Portfolio Manager
perryt@leithwheeler.com

Daren Atkinson, CFA, Associate Portfolio Manager
darena@leithwheeler.com

 
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