Business Details
44 Years
experience
Your Trusted Partner for Financial Advisory Services
Founded in 1982, Leith Wheeler is an independent, employee-owned wealth management firm dedicated to delivering long-term value through disciplined investment strategies. We serve individuals, institutions, and advisors with tailored portfolios aligned to unique financial goals. Our client-first philosophy emphasizes transparency, ethical practices, and community engagement. With over four decades of experience, we combine collaborative independence with a focus on preserving capital and fostering growth. Our team of experts provides personalized service across Canada, prioritizing open communication and jargon-free financial planning.We specialize in retirement planning, donor-advised funds, and institutional investment solutions. Our commitment to ESG principles and responsible investing ensures alignment with modern values. Headquartered in Vancouver, we operate coast-to-coast with offices in Calgary, Toronto, and Montreal. Recognized for low-fee structures and innovative approaches, we empower clients to achieve financial security quietly and confidently.
Services
Portfolio Management
Retirement Planning
Donor Advised Funds
Institutional Investment Solutions
ESG Investing
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in value-driven investment management.
- Our employee-owned structure ensures complete alignment with client interests.
- We provide among the lowest fees in the industry for F-Series Funds.
- Our tailored portfolios address unique financial goals across life stages.
- We combine community commitment with ESG-focused investment strategies.
Services
Portfolio Management
We create customized investment portfolios aligned with individual financial goals and risk tolerance. Our disciplined value approach focuses on long-term capital preservation and growth. Clients benefit from quarterly reporting, regular rebalancing, and transparent communication to ensure strategies evolve with changing circumstances.
Retirement Planning
Our cashflow forecasting service helps clients prepare for retirement through personalized net worth projections and scenario analysis. We develop strategies to optimize retirement income while managing longevity risks. Services include RRSP/RRIF management and legacy planning consultations.
Institutional Investment Solutions
We serve pension plans, foundations, and Indigenous communities with liability-driven investment strategies. Our expertise includes duration matching portfolios, actuarial analysis, and customized mandates for defined benefit and contribution plans across Canada.
Donor Advised Funds
Our DAF program enables tax-efficient philanthropy with immediate tax receipts and flexible granting control. Clients can establish funds in one day while avoiding complex governance requirements. We facilitate strategic charitable giving aligned with personal values.
ESG Investing
We integrate environmental, social, and governance factors into investment decisions while maintaining financial rigor. Our approach includes carbon-constrained equity funds and responsible investment research. Clients benefit from over a decade of ESG expertise through our UBC research lab partnerships.
Questions
What services does Leith Wheeler offer?
We provide portfolio management for individuals and institutions, retirement planning, donor-advised funds, ESG investing, and institutional investment solutions tailored to pension plans and foundations.
How is Leith Wheeler different from other wealth managers?
As an employee-owned firm since 1982, we maintain complete independence with fee structures among the lowest in the industry. Our value-driven approach prioritizes long-term results over market trends.
Do you work with clients outside Canada?
While our primary focus is Canadian clients, we serve institutions and advisors globally through our F-Series Funds and separately managed account structures.
What investment philosophy guides your decisions?
We follow a disciplined value approach, seeking undervalued businesses with competitive advantages. Our research-driven process emphasizes fundamental analysis over short-term market noise across equity and fixed income portfolios.
How can I access your investment funds?
Our F-Series Funds are available through registered investment advisors with a $5,000 minimum initial investment. Institutional clients may access customized mandates directly through our portfolio management team.
What community initiatives do you support?
We actively invest in communities through sponsorships, donations, and volunteering. Our Vital Signs sponsorship with Community Foundations of Canada and Indigenous community partnerships demonstrate our commitment to social impact.
