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Gary Wong

Principal, Portfolio Manager - Institutional Clients at Leith Wheeler Investment Counsel LTD.

United States

About

Gary Wong is Principal and Portfolio Manager – Institutional Clients at Leith Wheeler Investment Counsel Ltd., where he manages investment portfolios for a variety of institutional clients, including pension plans, government entities, universities, and not-for-profit organizations. His responsibilities include portfolio management, tailoring investment strategies to institutional objectives, and ongoing client servicing, with a focus on disciplined active management and opportunity identification in less-efficient markets.

Gary’s investment expertise centers on Canadian equities, global equities, and fixed income asset classes, with particular attention to sectors such as transportation, logistics, and real estate, drawing from his academic background. He also contributes to research and thought leadership in Canadian equity market strategy, highlighting active management’s potential for risk-adjusted outperformance, and ESG analysis with an emphasis on governance issues.

Prior to his current role, Gary progressed through several positions at Leith Wheeler, including Associate Portfolio Manager and Associate, Pensions and Institutions. He holds a Bachelor of Commerce with Honours from The University of British Columbia—double majoring in Transportation & Logistics and Real Estate—and has pursued further studies at HEC Paris and The Hong Kong University of Science and Technology. Gary is recognized for his service to the investment community, including board leadership and mentorship activities.

Career History

OrganizationRoleDate RangeDetails
Leith Wheeler Investment Counsel Ltd.Principal, Portfolio Manager - Institutional ClientsMar 2025 to Present
Leith Wheeler Investment Counsel Ltd.Principal, Associate Portfolio Manager - Institutional ClientsJul 2021 to Mar 2025
Leith Wheeler Investment Counsel Ltd.Associate, Pensions and InstitutionsNov 2018 to Jul 2021
Leith Wheeler Investment Counsel Ltd.Fixed Income AssociateJul 2017 to Nov 2018
Sherpa Asset ManagementAssociate - Investment ManagementSep 2013 to Jul 2017
Canadian Enterprise Gas ProductsBusiness AnalystJan 2009 to Jan 2011
Port Metro Vancouver (formerly Vancouver Port Authority)Business Development Summer StudentJan 2007 to Jan 2007

Education

The University of British Columbia

Bachelor of Commerce (B.Com.) with Honours, Double Major in Transportation and Logistics & Real Estate

HEC Paris

The Hong Kong University of Science and Technology

Skills & Expertise

Fund Accounting
Financial Modeling
Strategy
Project Management
Risk Management
Finance
Corporate Finance
Leadership
Valuation
Business Development
Financial Analysis
Business Analysis
Data Analysis
Mergers & Acquisitions
Due Diligence
Investments
Financial Reporting
Accounting
Corporate Law
Legal Research
Bonds
Private Equity
Fixed Income
Portfolio Management
Asset Management

Others at Leith Wheeler Investment Counsel LTD. (1)

NameRoleLocation
T
Terry Chong
Global Equity AnalystUnited States