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.
November 08, 2023
Hitting Pay Dirt: The Selling of an Ag Empire
Please enjoy the inaugural edition of the Leith Wheeler “I Built This” Series, in which we plan to profile the journeys of remarkable entrepreneurs. It’s a grey day on the Naramata Bench, a...
October 24, 2023
The Risks of Transactive Memory
I was listening to a back episode of Malcolm Gladwell’s Revisionist History podcast recently in which he explores the idea of "transactive memory." In it, he says: “We don’t just store information in...
October 11, 2023
Building Out Your Core with US SMID and Emerging Markets Equities
We recently presented a webinar with the Association of Canadian Pension Management (ACPM) that explored the case for US Small/Mid-Cap (SMID) and Emerging Markets (EM) Equities. Here's a quick summary - please see the video links below...