Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
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.
Learn more about the Leith Wheeler way of thinking beyond the trends.
I visited Elmer Helm and his daughters at his North Vancouver home on a sunny afternoon in May 2026, a few months after his 100th birthday. I was there to interview him about...
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...
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...