For Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
We’re invested in your tomorrow
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
For Institutions
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
For Advisors
Leith Wheeler offers F-Series Funds through investment advisors on a fee-for-service or discretionary basis. Our fees are among the lowest in the industry.
Our Ideas
Learn more about the Leith Wheeler way of thinking beyond the trends.
March 25, 2024
VIDEO: Navigating Dementia: Recognize, Prepare, Plan
We recently hosted our Planning Matters event, Navigating Dementia: Recognize, Prepare, Plan for Leith Wheeler clients in Vancouver with Principal, Portfolio Manager - Private Clients & Foundations, Cindy Huang, Alzheimer Society of BC's...
February 20, 2024
New Trust Reporting Requirements Now in Effect May Catch Some by Surprise
The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. ***UPDATE MARCH 28, 2024: Note that the Canada Revenue Agency released this...
December 22, 2023
Leith Wheeler Explainer Series: The Dividend Debate
Dividends are great, but investors should beware of mistaking (just) a big yield for an investment opportunity. All that glitters on the Christmas tree is not gold. Let me explain. Dividends undoubtedly represent...