Who We Are
As an independent, employee-owned firm, we are fully aligned with our clients’ personal and financial goals
As an independent, employee-owned firm, we are fully aligned with our clients’ personal and financial goals
Murray Leith and Bill Wheeler founded the firm in 1982 on the belief that a successful investment manager must not only produce excellent long-term returns but also stand up for its clients’ interests and be committed to open and straightforward communication. We believe investment management should be transparent and tailored to each client’s unique needs.
Trusted
Partner
As an employee-owned firm, we put our clients’ interests first and operate with integrity.
Long-term
Value
Avoid market noise to focus on investment returns instead of asset growth.
Collaborative
Independence
Use a team-based approach to protect shareholder rights with no external pressures.
Client & Community
Commitment
Align our interests with our clients’ and the communities in which they live.
Our brand, Quiet Money, speaks to our values in the following ways:
Quiet represents the hardworking and humble approach we bring to applying an investment philosophy that avoids chasing noisy, short-term trends in favour of uncovering valuable, long-term opportunities.
Money indicates we are trusted stewards of our clients’ capital who always put their interests first – something our independence enables us to do.
Our firm was founded on the belief that our success depended on putting clients first.
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.
We are a team over 100 strong, serving clients from coast to coast from offices in Vancouver, Calgary, and Toronto.
To learn more about us, check out the links below.
MEET THE TEAM CAREERSIt’s a key part of our cultural fabric to give back to the communities in which we live and work.
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