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.

To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change


To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change

On April 16, the Canadian federal government announced proposed changes to the inclusion rate for the calculation of capital gains tax and set a deadline of June 25, 2024 for the old rules...

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...