Our Team

Private Client Management

Just as we hold to the principles of Value Investing, so our clients stick with us. We’re proud of the long-term relationships we’ve built—often across multiple generations of our clients’ families.

Each client works with a pair of Portfolio Managers who together provide candid guidance, and help to tailor their unique portfolio. Each quarter, we deliver to clients a detailed report of their portfolio and performance. We think it’s important to meet regularly with clients, to ensure transparency and take the mystery out of the investment process.

Key Team Members

Jonathon D. Palfrey, CFA, Private Client Portfolio Manager

Marcela McBurney, CFA, Private Client Portfolio Manager

Andrew Hoffman, CFA, Private Client Portfolio Manager

Karey Irwin, CFP, Investment Funds Advisor

Michael Job, Portfolio Management Associate

Pension Portfolio Management

Leith Wheeler has managed tax-exempt accounts for clients since the firm's inception in 1982. Our clients include corporations, endowments and foundations, and multi-employer and union pension plans in both the private and public sectors.

For clients coast to coast across Canada, our Institutional Services Management Team assigns two Portfolio Managers to each client, in order to provide deep knowledge of the client and their needs, and our respected attentive service.

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.

Key Team Members

Gordon Gibbons, CFA,  Pension Portfolio Manager

Neil Watso, CFA, Pension Portfolio Manager

David Ayriss, Pension Portfolio Manager

Perry Teperson, CFA,  Pension Portfolio Manager

Daren Atkinson, CFA, Portfolio Manager

Canadian Equity Team

Key Team Members

Fixed Income Team

Key Team Members

Management Team

The day-to-day management of our firm is conducted by a team of accomplished professionals who oversee its operations, financial management, and compliance requirements.

David Schaffner, CFA, President & CEO

Cecilia Wong, CFA, Chief Financial Officer

Jerry Knoll, CFA, Compliance Operations

Bradley Weldon, Vice President, Finance & Operations

Careers