Invested in Your Future

For nearly 30 years, Leith Wheeler has managed the portfolio of some of Canada’s wealthiest, most discriminating individuals and families. Our national reputation has been built one relationship at a time.

We’ve worked to align our clients’ goals and our firm’s structure, ensuring we’ve shared in success for three decades.

Discretionary Management

We offer Discretionary management services for private clients—individuals or families with a minimum investment of $500,000. You’ll work with a team of two Portfolio Managers who will manage your portfolio. We’ll work in close partnership with you to develop an Investment Policy Statement that ensures your individual goals are clearly articulated and understood.

We’ll then structure your portfolio by investing in Leith Wheeler’s own suite of Investment Funds. Asset allocation (stocks, bonds, and other vehicles) will be customized to meet your individual needs.

Segregated Portfolio Management

Private clients with $1 million or more to invest typically work with us to design and build a unique portfolio of individual securities. Your Portfolio Management Team will manage your portfolio separately, tailoring our approach to achieve the guidelines defined in your Investment Policy Statement.

Suite of Investment Funds

Leith Wheeler has created a suite of Investment Funds that allows clients to share in a portfolio of investments based on the same detailed research and analysis that goes into every portfolio we manage. Our Funds offer a record of solid performance and our fees are among the lowest in the industry. The minimum initial investment for accounts held directly with Leith Wheeler is $25,000 which can be invested in one or a combination of our funds. If purchasing funds through a third party such as a discount broker, the minimum initial investment is $5,000.

Reputation Built One Relationship at a Time

Our long-term relationships with our clients, many of which have endured through multiple generations, are essential to our successful stewardship of our clients’ wealth. The closer we are, the more we’re able to manage your portfolio to your needs and expectations.

We encourage regular, personal reviews with each and every private client, to ensure we take the mystery out of investing, and to make periodic adjustments to our approach, based on your evolving priorities.

Our commitment is to be with you, well into the future.

Marcela McBurney, CFA, Vice President, Portfolio Manager

Andrew Hoffman, CFA, Vice President, Portfolio Manager

Jerry Koonar, CFA, Vice President, Portfolio Manager

Patti Shannon, CFA, Vice President, Portfolio Manager

Michael Schaab, CFA, CA, Vice President, Portfolio Manager