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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

Michael Job
Principal, Portfolio Manager – Private Clients & First Nations
Tel: (604) 683 - 3391
michaelj@leithwheeler.com

Jerry Koonar
Principal, Portfolio Manager – Private Clients & Foundations
Tel: (403) 648 - 4846
jerryk@leithwheeler.com

Mike Baker
Principal, Portfolio Manager – Private Clients & Foundations
Tel: (416) 646 - 8240
mikeb@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

Founded in 1982, Leith Wheeler Investment Counsel is an employee-owned firm with expertise in long-term, value investing. Today we have grown to a firm of over 100 employees, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Indigenous, and private clients across Canada.

Since its inception, Leith Wheeler has offered investors a disciplined investment style that puts clients’ 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. 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 80% 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 counselling firms in Canada.

Other Locations

Calgary Office

215 2^nd Street SW, Suite 750
Calgary, Alberta
T2P 1M4
Principal Contact: Jerry Koonar, Principal, Portfolio Manager – Private Clients & Foundations, (403) 648-4846, jerryk@leithwheeler.com

Toronto Office

130 Adelaide St W, Suite 2206
Toronto, Ontario
M5H 3P5
Principal Contact: Mike Baker, Principal, Portfolio Manager – Private Clients & Foundations, (416) 646–8240, mikeb@leithwheeler.com

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