Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
As one of Canada's largest independent, employee-owned wealth managers, we are 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.
Institutions
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
Advisors
We offer 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.
June 25, 2026
WEBINAR: When Strong Markets Become Narrow
The rise of the Mag 7 and AI has created more than a US index problem; it's created a portfolio problem. With AI-linked stocks now exceeding 40% of the S&P 500, and large...
June 08, 2026
The Award-Winning Leith Wheeler Income Advantage Fund: 16 Years of Rich, Quality “Vanilla” Tastes Better Than Ever
We have been fielding numerous calls from advisors and prospective private clients looking for an alternative to the alternatives (hedge funds, private real estate, credit, and equity funds) they’d been sold on. The...
May 28, 2026
3 Generations in Québec | Kevin Warsh Has Arrived as Fed Chair. Here's What it Means
"3 Generations in Quebec" is a new article series we're publishing with our Montreal-based team of Denis Durand, Eric Desbiens, and Michael Iuliani. Bringing 50+, 25+, and 10+ years of market experience, respectively...