Growth of $10,000

Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
To provide a source of monthly income with the potential for long term growth through capital appreciation and growth in dividends by investing primarily in a portfolio of common shares, convertible debentures and other equity related securities of Canadian issuers. The Fund is not restricted by capitalization or industry sector, although portfolio diversification is a consideration in the selection of securities for the Fund. Under normal circumstances, the Fund will keep its portfolio fully invested, to the greatest extent possible, in Canadian equity and equity related securities.

Category Medalists

Morningstar’s Take

Contact Information

Telephone 888-292-1122

Minimum Investments

Initial 25,000
Additional 1,000
Closed to All Investors No
Closed to New Investors No


Country Registered For Sale
Country Available For Sale

Advisor Information

Fund Inception 21/12/2010
Name of Issuer Leith Wheeler Investment Counsel Ltd.
Fund Advisor(s) Leith Wheeler Investment Counsel Ltd.