The Portfolio Management and Administration team at Leith Wheeler Investment Counsel Ltd. is responsible for overseeing client portfolios, executing investment strategies, and ensuring the smooth administration of investment accounts. This includes managing assets for private clients, foundations, and institutional clients, as well as conducting equity trading and credit analysis. The team focuses on delivering stable, long-term returns while minimizing risk, staying quiet but effective in their investment approach.
Andrea Curtis
Portfolio Administrator
Andrew Hoffman
Principal, Portfolio Manager -...
Dianne Zelinski
Manager, Portfolio Administrat...
Gary Wong
Principal, Associate Portfolio...
Kimberly Butchard
Portfolio Administrator, Priva...
Kirsten Nelms Cfa
Principal, Associate Portfolio...
Lisa Meger
Portfolio Manager
Marie Lopez
Portfolio Administrator
Patti Shannon
Principal, Portfolio Manager -...
Tricia Wu Mba, Cfa, ...
Principal, Associate Portfolio...
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