Updated September 22, 2021.

Leith Wheeler
Canadian Dividend Fund


To provide investors with a source of monthly income, with some potential for long-term growth through capital appreciation and growth in dividends. 

Investment Style

We utilize a value approach to stock selection, applying bottom-up, fundamental analysis to all investment decisions. Our investment goal is to protect our clients’ capital while offering superior investment growth, regardless of economic conditions. We seek to invest in solid companies run by strong management teams that can navigate variable market conditions. We focus on finding companies with a proven track record of paying and increasing their dividend over time.

As value investors, we tend to include companies in the portfolio when they are viewed as “out of favour” by the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness, when an entire industry is out of favour with investors, or when a company experiences a short-term difficulty which, following careful analysis, we believe can be overcome. By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside risk while offering a decent potential return.

Download Fund Summary Regulatory Documents

Fund Details

Risk Level

Low High

Fund Code


Asset Class

Canadian Equity Fund

Daily Price




Quarter End Fund Size

$234.0 million

Series Inception Date

Aug 28, 2015

Fund Inception Date

Dec 21, 2010



RRSP/RRIF Eligible


Distribution Frequency


Number Of Holdings


Minimum Investment

  • $5,000
  • $1,000 for additional purchases

Quarter End Yield


Reference Index

  • S&P/TSX Composite Dividend Index