Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
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.
Learn more about the Leith Wheeler way of thinking beyond the trends.
MONTRÉAL, QC, August 13, 2025 /CNW/ –We are pleased to announce that Eric Desbiens has joined the firm to build and lead a team in the firm’s new Montréal office. His first hire...
We are thrilled to welcome Eric Desbiens and Denis Durand to the Leith Wheeler family, as we launch our new Montréal office! As discussed in our August 13 press release, this marks an...
In our annual Leith Wheeler Outlook, Managing Principal, President & CEO - Head, Fixed Income, Jim Gilliland, CFA provides a macro update and outlook and Managing Principal, Portfolio Manager - Equity, Nick Szucs...