For Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
We’re invested in your tomorrow
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
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 01, 2024
Talkin’ ‘bout Your Concentration: The Risk of Passive ETF Investing
A lot of ink has been spilled over the stranglehold that the “Magnificent 7” has over the S&P 500 index and for good reason: companies like Nvidia, Microsoft, Apple, Meta, Alphabet, and Amazon...
July 23, 2024
Summer Book Recommendations 2024
It’s been two years since our last one and the Leith Wheeler crew has curated another great Summer Reading List! We’ve included a handful of biographies, some great books on tech, as well...
June 07, 2024
To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change
On April 16, the Canadian federal government announced proposed changes to the inclusion rate for the calculation of capital gains tax and set a deadline of June 25, 2024 for the old rules...