Leith Wheeler Investment Counsel

Our Vision: Guiding Growth with Quiet Money Strategies

Leith Wheeler Investment Counsel Ltd. is a trusted investment firm built upon a heritage of responsible wealth management and sustainable growth. We believe in building personalized portfolios that align with each client's unique goals and aspirations, while preserving capital and enhancing returns over the long term.

Our Investment Philosophy: Quiet Money

Our "Quiet Money" approach emphasizes a measured and disciplined investment strategy focused on generating sustainable returns with minimal volatility. We prioritize capital preservation while opportunistically capturing market opportunities through rigorous research and rigorous risk management. This philosophy ensures that your wealth grows steadily and predictably, even during market challenges.

Serving Clients Across Diverse Needs

We cater to a diverse range of clients, including:

• Individuals: From young investors to seasoned professionals and retirees, we provide customized portfolios tailored to their individual goals.
• Institutions: We partner with pensions, endowments, foundations, and Indigenous communities to achieve their specific investment objectives.
• Institutional Advisors: We offer F-Series funds for investment advisors on a fee-for-service or discretionary basis, ensuring competitive fees and robust performance.

Our Expertise: Deeply Rooted in Expertise

Every aspect of our clients' portfolios is overseen by a dedicated team of investment experts. Our team boasts extensive experience in various fields such as:

• Equity analysis and portfolio management
• Fixed income analysis and portfolio management
• Responsible investing and sustainable practices
• Institutional investment strategies
• Client relationship management and service

Our Commitment to the Community

At Leith Wheeler, we believe in giving back to the community through our engagement in initiatives that support economic growth and financial literacy. We actively support organizations that foster financial security and encourage sustainable practices in our industry.