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IN THE COMMUNITY

July 8 - 24, 2022


LEITH WHEELER STANLEY PARK OPEN

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WE’RE INVESTED IN YOUR TOMORROW.

We take the long view and turn it into a solid future for our clients.

Learn More About Our Approach



WE’RE INVESTED IN YOUR TOMORROW.

We take the long view and turn it into a solid future for our clients.

Learn More About Our Approach



HOW WE CAN HELP

Whether you’re an individual, institution or advisor, we offer a customized
portfolio and a long-term plan for your success. 


FOR INDIVIDUALS

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

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FOR INSTITUTIONS

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

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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.

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OUR IDEAS

Learn more about the Leith Wheeler way of thinking beyond the trends.


AUGUST 14, 2023
HOW COULD BUDGET 2023’S PROPOSED TAXATION OF DONATED SECURITIES AFFECT
NOT-FOR-PROFITS?

Back in March, the Government of Canada’s Budget 2023 proposed several
amendments to the Income Tax Act which could, if implemented, raise the
Alternative Minimum Tax (AMT) paid by individuals by taxing capital...

Read Article


AUGUST 09, 2023
TAMING AN UNINTENTIONAL PORTFOLIO

For simplicity, folks like me who write about financial markets and planning
present a fairly crisp version of the world. Equity strategies are concentrated
enough to diversify risk and are split across regions...

Read Article


MAY 23, 2023
WOMEN, MONEY, AND MY HOLIDAY BEACH READ

The following article was written by Leith Wheeler Principal, Portfolio Manager
Stephanie Hickmott and first included in the program for the Canadian
Alternative Investment Forum. It has been reprinted here with permission. In
March...

Read Article


TALK TO US.

Find out how we at Leith Wheeler can help you make your money grow, quietly. 

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