About the Candidate
Suite 1500 - 400 Burrard Street, Vancouver, British Columbia V6C 3A6
604-683-0323History and Service:
Leith Wheeler Investment company was founded in 1982 by Murray Leith and Bill Wheeler. The firm is founded on the philosophy that successful investment advisors not only create excellent long-term ROI but also focus on a commitment to client needs and open communication with clients. This concept has stood the test of time and has been recognized by customers. Today, nearly 40 years later, Leith Wheeler Investment management has grown into a leading private investment management firm spanning major Canadian cities, with over $20 billion in assets under management, including corporate retirement pension plans, public and private foundations, endowments, aboriginal funds, universities, and private client assets.
利斯威尔投资理财成立于1982年， 创始人为Murray Leith和Bill Wheeler。 公司的创立理念是: 成功的投资顾问不但要创造优秀的长期投资回报率，而且更注重对客户需求的承诺，以及与客户开诚布公的交流。此理念经受了时间的考验，也得到了客户的认可。近40年后的今天，利斯威尔投资理财已发展为跨越加拿大主要城市的领先私有投资理财公司， 管理资产过200亿加元，包括各类企业退休养老金计划、公共和私人基金会、捐赠基金、原住民基金、大学和私人客户资产。