Advisors

Advisors

If you are a fee-based investment advisor, we welcome you to connect with our team to see how our proven value style of investing can benefit your clients.

Investment Advisor Partnerships

For over 40 years, Leith Wheeler has been one of Canada’s leading independent, employee-owned investment managers. In 2015, we extended our offering to build partnerships with fee-based financial advisors, discretionary portfolio managers and investment counsel firms through an F-series suite of funds.

By only offering one series, we are able to keep our fees among the lowest in the industry.

The minimum initial investment is $5,000 and $1,000 for additional purchases.

F-Series Suite of Funds

Fixed Income

Equity

Balanced

F-Series Suite of Funds Button

VIEW F-SERIES SUITE OF FUNDS

Separately Managed Accounts

Some of our strategies are available through a Separately Managed Account (SMA) arrangement, which enables third-party advisors to offer strategies to their clients in a segregated-security rather than mutual fund structure.

Risk Management

At Leith Wheeler we look at risk as the chance of permanently losing money from an investment.

We have a dedicated Investment Analytics team with extensive global experience providing support to our investment professionals through the development of internal decision analysis, portfolio optimization and compliance tools.

Featured Funds

Risk Level

Medium
Low High

Learn more about our advisor services.

James Dungate, Principal - Investment Funds

Get In Touch