Serving generations of private investors, and some of Canada’s most respected institutional investors, Leith Wheeler has earned a national reputation for building and sustaining prosperity. We create impressive portfolios and generate enviable legacies for our clients.
We’re proud to be a completely independent firm, owned and operated by our employees. Fundamentally, this means our success is tied to yours. If you do well, we do well. We also personally invest alongside our clients in our Investment Funds.
Our approach to working together begins at our first meeting, when we’ll review your current investment strategies, and share insights into how Leith Wheeler might complement or enhance your approach.
Beyond that first meeting, and as we formalize our working relationship, we’ll work with you to develop a unique Investment Policy Statement—a carefully structured set of guidelines for how your portfolio will be invested.
It all begins with a first phone call. What begins today will have you building your wealth, well into the future…
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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