We’re invested in your tomorrow.
We take the long view and turn it into a solid future for our clients.
Learn More About Our Approach
We’re invested in your tomorrow.
We take the long view and turn it into a solid future for our clients.
Learn More About Our ApproachHow we can help
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
For Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
For Institutions
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
For Advisors
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.
Our Ideas
Learn more about the Leith Wheeler way of thinking beyond the trends.
January 25, 2019
Leith Wheeler Income Advantage and Balanced Funds Receive FundGrade A+ Awards for 2018
Our investment teams were honoured this week to receive FundGrade A+ Awards for 2018 for both the Income Advantage Fund and Balanced Fund. For over 35 years, our investment philosophy has been defined...
January 17, 2019
Leith Wheeler Supporting Women in Finance
The past year was one in which the importance of diversity and women in leadership came to the fore. As we look back at 2018, we reflect on some of the ways our...
November 30, 2018
Friend or Foe: What Does Artificial Intelligence Mean for the Private Client?
These days there’s no shortage of articles and white papers on how artificial intelligence (“AI”) is dynamically altering both our personal and work environments. From IBM’s Watson to Apple’s Siri and Amazon’s Alexa...