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.
May 11, 2022
Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1
The following is a guest post by Jeff Brockman, CPA CA, Partner at Fruitman Kates LLP Chartered Professional Accountants. In the summer of 2020, I contributed to Leith Wheeler’s Planning Matters client newsletter...
April 13, 2022
VIDEO: Leith Wheeler Outlook 2022
We recently hosted our annual Outlook event for Leith Wheeler clients, at which Portfolio Manager Cindy Huang interviewed our President, CEO & Head of Fixed Income, Jim Gilliland, our Head of Global Equities, Virginia...
March 11, 2022
An Update on Russia-Ukraine
We recently wrote to our clients to reflect our current thinking in regard to the Russia-Ukraine conflict and thought it might benefit those who hold our funds through intermediaries, so we have excerpted...