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.

Implications of Budget 2021 for Our Private Clients


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...

Challenging the Way You See


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...

VIDEO: Institutional Investors Forum | The Evolving Role of Fixed Income in a Low Rate Environment


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...