Investment Industry Icon Merri Jones to Join Leith Wheeler Advisory Board

Investment Industry Icon Merri Jones to Join Leith Wheeler Advisory Board

We are pleased to announce that Merri Jones has joined Leith Wheeler's Advisory Board.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high-profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp – where she was Canada’s first female to lead a Schedule II bank.

“We are excited to work with Merri given her reputation for integrity, collaboration, and insight,” said Jim Gilliland, Leith Wheeler President and Chief Executive Officer. “With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.”

Most recently, Ms. Jones served as Executive Vice President of Private Wealth for Fiera Capital and currently sits on the advisory board and board of directors for Data Group and Sentry Investments Inc, respectively. She is a past director of Magna Vista Investment Management, PJ Doherty Associates, Canso Investment Counsel IRC, Cypress Capital Management, TAL Private Management, TAL Global Asset Management, Jones Brown Insurance, and the Canadian Investment Counseling Association.

“I have long admired Leith Wheeler as a firm that focuses on what matters,” said Ms. Jones. “Putting their clients’ interests first, maintaining investment discipline, and protecting the independence that enables these values. I’m really looking forward to working with them.”