We’re invested in your tomorrow

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.

VIDEO: 2024 Outlook


VIDEO: 2024 Outlook

It's time for our annual Outlook! See below, where Managing Principal, President & CEO Jim Gilliland provides a macro update and outlook, Principal, Portfolio Manager - Head of Global Equity Virginia Au speaks...

VIDEO: Navigating Dementia: Recognize, Prepare, Plan


VIDEO: Navigating Dementia: Recognize, Prepare, Plan

We recently hosted our Planning Matters event, Navigating Dementia: Recognize, Prepare, Plan for Leith Wheeler clients in Vancouver with Principal, Portfolio Manager - Private Clients & Foundations, Cindy Huang, Alzheimer Society of BC's...

New Trust Reporting Requirements Now in Effect May Catch Some by Surprise


New Trust Reporting Requirements Now in Effect May Catch Some by Surprise

The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. ***UPDATE MARCH 28, 2024: Note that the Canada Revenue Agency released this...