History

1982

Murray Leith and Bill Wheeler found the firm in Vancouver

1982

Partner with our initial institutional client

1983

Partner with our initial foundation client

1986

Murray Leith co-founds Portfolio Management Foundation program at UBC

1987

Join the International Foundation of Employee Benefits

1993

Move from the Stock Exchange Building

1994

Launch initial suite of mutual funds

2003

Founding partner succession begins

2004

Partner with our initial Indigenous client

2007

Firm's 25th Anniversary

2009

Jim Gilliland, Leith Wheeler's CEO, joins the team

2011

Calgary office opens

2013

Founding partner succession completed

2013

Become signatory to UN Principles for Responsible Investment

2015

Open LW Investment Research Lab at UBC

2015

Launch Advisor Fund Series

2016

Toronto office opens

2017

Launch Leith Wheeler Carbon Constrained Canadian Equity Fund

2019

Partner with Community Foundations of Canada as national Vital Signs sponsor

2022

Launch Leith Wheeler Private Assets Fund

Our third private asset fund since 2019