Who We Are

Who We Are

As an independent, employee-owned firm, we are fully aligned with our clients’ personal and financial goals

Our Founders’ Vision

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.

The Leith Wheeler Cultural Blueprint

Who We Are

Trusted
Partner

As an employee-owned firm, we put our clients’ interests first and operate with integrity.

How We Invest

Long-term
Value

Avoid market noise to focus on investment returns instead of asset growth.

How We Work

Collaborative
Independence

Use a team-based approach to protect shareholder rights with no external pressures.

How We Serve

Client & Community
Commitment

Align our interests with our clients’ and the communities in which they live.

What is Quiet Money?

Our brand, Quiet Money, speaks to our values in the following ways:

Quite Money Image

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.

History

Our firm was founded on the belief that our success depended on putting clients first.

1982

Murray Leith and Bill Wheeler found the firm in Vancouver

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

Become signatory to UN Principles for Responsible Investment

2015

Open Leith Wheeler Investment Research Lab at UBC

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

Who We Serve

Individuals

From their early investing days through their peak earning years and into retirement, our private clients benefit from our long-view approach.

Institutions

Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.

Advisors

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.

The Leith Wheeler Team

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 CAREERS

Investing in the Community

It’s a key part of our cultural fabric to give back to the communities in which we live and work.

LEARN MORE