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.
Our job as an investment manager is to help our clients turn $1 into $2 or $3 (or more) over time. To achieve this, we need to see things differently from others –...
To mark the opening of our Montreal office and to introduce our new colleagues, we hosted a bilingual webinar! See the video below to learn more about Leith Wheeler – our 40+ years...
In May, we hosted a ladies-only “Women, Wine, & Wealth” event that included a guided rosé wine tasting with Sommelier Sean Nelson and a conversation between Leith Wheeler Private Client Portfolio Manager, Cindy...