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.
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.
Learn more about the Leith Wheeler way of thinking beyond the trends.
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...
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...
It has been a wild ride so far this year for Canadian investors, akin to being strapped into a roller coaster with no brakes, no seatbelt, and a track slick with maple syrup...