Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
As one of Canada's largest independent, employee-owned wealth managers, we are 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.
Institutions
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
Advisors
We offer 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.
June 12, 2025
VIDEO: Leith Wheeler Outlook 2025
In our annual Leith Wheeler Outlook, Managing Principal, President & CEO - Head, Fixed Income, Jim Gilliland, CFA provides a macro update and outlook and Managing Principal, Portfolio Manager - Equity, Nick Szucs...
June 11, 2025
WEBINAR: Home Country Bias
As clients have moved to increase their allocations to global equities and alternative assets in recent years, the question of whether to persist with recommending a Canadian home country bias in asset mix...
June 10, 2025
Section 899: A New Cross-Border Tax Threat for Canadian Investors?
Update as of June 30, 2025: The proposed policy discussed below was ultimately removed from the "Big Beautiful Bill Act." Although the bill passed the House of Representatives, the Senate removed the revenge...