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.
February 16, 2023
Preparing for the Rising Disbursement Quota for Registered Charities
On December 15, 2022, the federal government passed Bill C-32, the Fall Economic Statement Implementation Act, 2022 (“Bill C-32”), implementing a number of changes to the Income Tax Act (Canada) (the “ITA”). Among these were...
January 05, 2023
Balanced 3.0: Re-Engineering Your Portfolio For 2022+
The following article was first published in Benefits and Pensions Monitor's December 2022 issue (pp 17-18). It has been reprinted here with permission. You can download a PDF of the original article here. The decade...
January 05, 2023
A Value Approach to Investing in Private Assets
When you walk through the front doors of our office you will notice a cartoon that has hung on our wall since Bill Wheeler & Murray Leith founded the company in 1982. The...