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.
April 21, 2021
Implications of Budget 2021 for Our Private Clients
On April 19, 2021 Chrystia Freeland, Canada’s Deputy Prime Minister and first female Finance Minister, presented the first federal budget in two years. The 2021 budget projects a deficit of over $350 billion...
March 25, 2021
Challenging the Way You See
I recently came across this Harvard Business Review article by Adam Brandenburger: “To Change the Way You Think, Challenge the Way You See”. In it, Brandenburger – who is a professor of Engineering...
December 18, 2020
VIDEO: Institutional Investors Forum | The Evolving Role of Fixed Income in a Low Rate Environment
In the latest instalment of our Institutional Investor Forum, we hosted clients virtually for a discussion focused on the role of fixed income in portfolios. With real yields in Canada well below than...