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Leith Wheeler Investment Counsel Ltd.

Address

400 Burrard Street
Suite 1500
Vancouver, British Columbia V6C 3A6
(604) 683 - 3391
Toll Free: (888) 292 - 1122
info@leithwheeler.com
www.leithwheeler.com

Principal Contacts

Daren Atkinson || Michael Job
Portfolio Manager || VP & Portfolio Manager
Tel: (604) 683 - 3391
darena@leithwheeler.com || michaelj@leithwheeler.com

Patti Shannon
VP & Portfolio Manager
Tel: (406) 648 - 4848
pshannon@leithwheeler.com

Trevor Hunt
VP & Portfolio Manager
Tel: (416) 646 - 8243
trevorh@leithwheeler.com

Client Minimums

Private: $500,000
Institutional: $5,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia*
  • Manitoba
  • New Brunswick
  • Nova Scotia
  • Ontario*
  • Saskatchewan
  • Yukon

* indicates a physical location in this province

Leith Wheeler Investment Counsel

Leith Wheeler is an employee owned firm formed in 1982, with an expertise in long term, value investing. Today we have grown to a firm of 80 employees, headquartered in Vancouver and have offices in Calgary and Toronto. We manage over $18 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and private clients across Canada

Since its inception, Leith Wheeler has offered investors a disciplined investment style that puts client’s interests first. Our goal has always been to preserve clients’ capital while offering superior investment growth, regardless of economic factors.  Leith Wheeler’s Portfolios are managed with the conviction that performance can only be added by being different from the market.  We use a three year time horizon when making our investment decisions.  Our approach is bottom up, not top down and stock selection is based on fundamental research with a strong value bias.  Our test for value is viewing any investment we make as if we were buying the whole business.  Therefore, the critical question becomes “what would be the price of the whole business that would make the purchase a profitable one?”

The firm is 100% privately owned by employees and related parties. More than 70% of employees are shareholders and it is our intent to keep the firm private on an ongoing basis. Our shareholders represent the current and next generation of operational management, analysts and portfolio managers who will manage the company’s future growth over the long term. This will ensure that Leith Wheeler will remain one of the few truly independent investment counsels in Canada.

Other Locations

Calgary Office
1100 1st Street SE, Suite 570
Calgary, Alberta
T2G 1B1
Principal Contact: Patti Shannon, Portfolio Manager, (403) 648-4848, pshannon@leithwheeler.com

Toronto Office
145 King Street W, Suite 1801
Toronto, Ontario
M5H 1J8
Principal Contact: Trevor Hunt, VP & Portfolio Manager, (416) 646 – 8243, trevorh@leithwheeler.com