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.
December 16, 2021
Triggering Capital Gains: Should I Choose to Pay Taxes Today?
The following is a guest post by Lyndon Braun, CPA, CA, Tax Partner at Manning Elliot LLP. Anyone who tells you they know with any certainty where Canada’s tax policy is going to...
December 09, 2021
VIDEO: Institutional Investor Forum | O Canada! Is Home Country Bias Good Investment Policy?
On December 9, 2021, we hosted Leith Wheeler clients virtually for our 2021 Institutional Investor Forum: O Canada! Is Home Country Bias Good Investment Policy? event. You can view the video replay and...
November 16, 2021
Leith Wheeler’s Calgary Office Marks 10 Years of Growth
This year marks the 10-year anniversary of the opening of Leith Wheeler’s Calgary office so we thought it would be fun to check in with the team and reflect on what’s changed over...