Just as we hold to the principles of Value Investing, our clients remain with us for the long-term. We’re proud of the long-standing relationships we’ve built—often across multiple generations of our clients’ families.
Each client works with a pair of Portfolio Managers who together provide candid guidance, and help to tailor their unique portfolio. Each quarter, we deliver to clients a detailed report of their portfolio and performance. We also feel it’s important to meet regularly with clients, to ensure transparency and take the mystery out of the investment process.
Jon Palfrey joined Leith Wheeler in November 1996. He is the head of Private Client and Foundations and a member of the firm’s Management Committee.
Jon is a graduate of University of British Columbia with a Bachelor of Commerce degree, a member of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation. Additionally, Jon sits on and advises a number of boards in the non-profit community.
Marcela joined Leith Wheeler in 2001. She is responsible for the discretionary management of both private clients and Foundations. Prior to joining Leith Wheeler, Marcela spent 12 years at Bank of America in Capital Markets and Cash Management. She studied economics for two years at Queen's University and received a Bachelor of Commerce degree from the University of British Columbia. She holds the professional designation of Chartered Financial Analyst (CFA), she is a member of CFA Vancouver and the Estate Planning Council of Vancouver.
Andrew Hoffman joined Leith Wheeler in January 2007 after 14 years with TD Bank. He is responsible for the discretionary management of both Private and Institutional clients, including Foundations and First Nations. Andrew graduated from the University of Western Ontario with a degree in Economics and Wilfrid Laurier University with a diploma in Business Administration. Andrew is a member of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation. He is also personally involved with several boards in the not-for-profit community and is a partner of NATOA (National Aboriginal Trust Officers Association).
Prior to joining Leith Wheeler August 1st 2011, Mike was an investment partner, responsible for equity investment analysis and portfolio management, at a Vancouver-based investment management firm for 8 years. Prior to this, he was a manager at PricewaterhouseCoopers’ Toronto, Dublin, Riyadh and Vancouver offices.
Mike is a Chartered Professional Accountant (CPA) and holds a Chartered Financial Analyst (CFA) designation. He earned an Honors BA with distinction from Huron College at the University of Western Ontario and is a member of CFA Vancouver. Michael is also an active member of the Vancouver community, volunteering his time and energy with Canadian Breast Cancer Foundation, Dunbar Soccer and Kerrisdale Little League.
Michael joined Leith Wheeler in September 2007 after graduating from Dalhousie University with a Bachelor of Commerce degree. While at Dalhousie, Michael majored in finance and completed co-op placements in equity research and investment banking at a major Canadian bank. At Leith Wheeler, Michael is responsible for managing both Private and Institutional clients, including Foundations and First Nations. Michael sits on the CFA Vancouver Board of Directors and holds a Chartered Financial Analyst (CFA) designation.
Leanne rejoined Leith Wheeler in May 2016 and is responsible for the discretionary investment management of both Private Client and Foundation portfolios. She has 14 years of investment industry experience in Vancouver and London, England.
Leanne earned her MBA (International Finance) from the University of British Columbia. She is a member of CFA Vancouver and holds a Chartered Financial Analyst (CFA) designation.
Karey joined Leith Wheeler in March of 2006 as an Investment Funds Adviser after nine years with Phillips, Hager & North in Vancouver and Calgary. Karey provides investment advice to individual investors and discretionary portfolio management for Private Clients.
Karey has a Bachelor of Commerce degree in Finance from the University of British Columbia, holds the CFP and CIM designations and has completed Levels 1 and 2 of the CFA program.
James joined Leith Wheeler in June of 2015 as Vice President, Investment Funds and is responsible for developing and providing ongoing servicing support for our retail markets business. With over 20 years of diversified experience in the investment management field, James has provided consultative advice and guidance to individual, investment advisory and institutional clients. James graduated from the University of British Columbia (International Relations). He has served on various non-profit boards and worked directly with a number of charitable organizations.
Kirsten joined Leith Wheeler in May 2014. Kirsten has a Bachelor of Commerce degree from the University of Victoria and holds a Chartered Financial Analyst (CFA) designation.
Cindy Huang joined Leith Wheeler in February 2012. She graduated from McGill University with a Bachelor of Commerce degree and completed the Canadian Securities Course in 2013. Cindy is a member of CFA Society Vancouver and holds a Chartered Financial Analyst (CFA) designation.
Patti joined Leith Wheeler Investment Counsel on July 1, 2011 to expand the practice in Alberta and is based in Calgary. She is responsible for the discretionary investment management of Private Client and Foundation portfolios.
Prior to joining Leith Wheeler, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager. She graduated from the University of Alberta with a Bachelor of Science degree and holds the Chartered Financial Analyst (CFA) designation. She is passionate about sharing her knowledge through teaching investment courses for women and young adults.
Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta and is based in Calgary. He is responsible for providing investment management services for private clients and charitable foundations.
Jerry began his career in 1993. He has worked for a major Canadian and global financial institution on the brokerage and investment counseling side. Most recently Jerry was a Portfolio Manager with a national investment counsel firm in Calgary, prior to its acquisition by a major Canadian bank. He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst designation in 2000 and also holds the Certified Financial Planner designation. Jerry is involved in numerous community organizations and served on the Calgary Society of Financial Analyst's board for two years.
Greg joined Leith Wheeler Investment Counsel August 2011 in the Calgary office. He started in the investment industry in 2001 after graduating with a Bachelor of Commerce degree from the University of Calgary with a focus in Finance. Greg plays softball league in Calgary and enjoys coaching soccer, and various other activities with his three young children.
Stephanie joined Leith Wheeler’s Toronto office in August 2016 with a solid foundation in wealth management and investment counselling. In her prior role at a multinational investment firm she worked closely with Private Clients, including business owners, families and not-for-profit institutions, to provide effective investment advice and portfolio solutions. Stephanie’s twenty years of industry experience includes corporate finance, risk management, lending and private banking. Stephanie obtained a BA Economics from McGill University, an MBA from the Schulich School of Business and she is a CFA Charterholder. She is also a member of the Toronto CFA Society and 100 Women in Hedge Funds.
Mike Baker joined Leith Wheeler in September 2016 to manage Private Clients and Foundation clients in our Toronto office. He has over 20 years of experience and joins us most recently following a decade with a large multinational investment firm based in Toronto with its head office in New York. During his career there Mike held various roles and titles including: Vice President, Investment Counsellor, Senior Director, Team Leader and was a member of the Board of Directors. Mike was also a member of their Investment Strategy Committee, and a member of the International Investment Committee. Mike has built extensive expertise as the trusted adviser to wealthy families and institutions and developed and implemented comprehensive investment strategies to meet their investment goals.
Mike graduated from the University of Western Ontario with a joint degree in French and Economics. Mike is a member of the Toronto CFA Society and holds the Chartered Financial Analyst (CFA) designation.
Trevor Hunt joined Leith Wheeler in October 2016 with over 14 years of experience spanning three continents. Together with Trevor’s colleagues in Toronto, he is responsible for managing Private Client and Foundation portfolios on a discretionary basis. Prior to moving to Canada in 2013, Trevor was a Senior Director and Portfolio Manager with Stanhope Capital LLP in the United Kingdom managing discretionary mandates covering a diverse range of asset classes for global families and U.K. charities.
Trevor graduated from the University of Cape Town with a Bachelor of Business Science degree.
Marie joined Leith Wheeler in 2002 as an assistant in the Trading department and transitioned to the Private Client group in 2003. Marie has completed the Canadian Securities Course through the Canadian Securities Institute.
Dianne joined Leith Wheeler in February 2007, after 12 years with TD Waterhouse in their investment counselling division and TD Canada Trust. Dianne holds the Canadian Investment Manager designation from the Canadian Securities Institute.
Josette joined Leith Wheeler in January 2012 as an Office Administrator. Josette has over eleven years' experience, working at a credit union in Saskatchewan as a lender and as a manager of a closed bond credit union for government employees.
Jennifer joined Leith Wheeler in October 2014, after two years with Bank of Montreal as a Customer Service Representative. Jennifer holds a Bachelor of Arts degree from Simon Fraser University.
Samantha joined Leith Wheeler in October 2014, with five years' experience working at a credit union in BC. Prior to joining Leith Wheeler, Samantha spent a year in Dubai working for Emirates.
Amy joined Leith Wheeler in October of 2015 after 8+ years of financial experience. Her passion for the finance industry started at Canadian Western Trust where she held multiple roles for over 7 years. Amy's most recent endeavor was with an advertising startup in Vancouver. She is currently completing her Bachelor’s Degree in Communications at Simon Fraser University and plans to further her education in finance.
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