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.
August 14, 2023
How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?
Back in March, the Government of Canada’s Budget 2023 proposed several amendments to the Income Tax Act which could, if implemented, raise the Alternative Minimum Tax (AMT) paid by individuals by taxing capital...
August 09, 2023
Taming an Unintentional Portfolio
For simplicity, folks like me who write about financial markets and planning present a fairly crisp version of the world. Equity strategies are concentrated enough to diversify risk and are split across regions...
May 23, 2023
Women, Money, and My Holiday Beach Read
The following article was written by Leith Wheeler Principal, Portfolio Manager Stephanie Hickmott and first included in the program for the Canadian Alternative Investment Forum. It has been reprinted here with permission. In March...