For Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
Leith Wheeler offers F-Series Funds through investment advisors on a fee-for-service or discretionary basis. Our fees are among the lowest in the industry.
Learn more about the Leith Wheeler way of thinking beyond the trends.
The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. If you listen carefully, you may hear a faint buzzing noise… the...
Dividends are great, but investors should beware of mistaking (just) a big yield for an investment opportunity. All that glitters on the Christmas tree is not gold. Let me explain. Dividends undoubtedly represent...
Please enjoy the inaugural edition of the Leith Wheeler “I Built This” Series, in which we plan to profile the journeys of remarkable entrepreneurs. It’s a grey day on the Naramata Bench, a...