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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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