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 Approach

How 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.

How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?


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...

Taming an Unintentional Portfolio


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...

Women, Money, and My Holiday Beach Read


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...