Investment Funds

Investment Funds

Investing with Leith Wheeler gives you access to our unique, long-term value investment approach.

Update to Leith Wheeler Investment Funds Business

We have changed the way we offer our funds. New clients now have two options: we would be pleased to open an account with one of our discretionary portfolio managers (information on that can be found here) or you can hold our funds directly through either a discount or full-service investment dealer that carries them.

View Our Suite Of Funds

Our Suite of Funds

These Funds are helping our clients realize the long-term benefits of value investing.

Featured Fund

Leith Wheeler Balanced Fund

Risk Level

Medium
Low High

Objective

To provide investors with a relatively stable, superior long-term rate of return through a balanced portfolio of common shares and fixed income securities.

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Featured Fund

Leith Wheeler Corporate Advantage Fund

Risk Level

Low To Medium
Low High

Objective

To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high yield bonds, loans, convertible debt and guaranteed mortgages).

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Featured Fund

Leith Wheeler Canadian Dividend Fund

Risk Level

Medium
Low High

Objective

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

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Karey Irwin

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Karey Irwin, Principal, Portfolio Manager - Private Clients & Foundations

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