Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Dalyce Seitz is a portfolio manager and principal with Leith Wheeler Investment Counsel, based in the firm’s Calgary office. With 18 years of experience in banking and finance, she values being part of an independently owned firm where she manages discretionary investment portfolios for private clients and charitable foundations.
Seitz is passionate about the human side of advising – helping clients feel informed, confident, and empowered in their financial decisions by clarifying the complexities of the investment world.
She is an advocate for a thoughtful and disciplined approach that balances income generation, stability, and long-term growth to align portfolios with each client’s unique goals and values.
Seitz holds both the Chartered Investment Manager (CIM®) and Family Enterprise Advisor (FEA™) designations, reflecting her commitment to professional excellence and holistic wealth guidance.
Beyond her professional accomplishments, she is an active mentor with the Calgary Region Immigrant Employment Council, supporting newcomers in building meaningful careers in Canada. When not in the office, she enjoys spending time in the mountains with her family, recharging in the same spirit of balance and connection that guides her work.
Suite 750 - 215 2nd Street SW, Calgary, AB T2P 1M4
403 648 4855
dseitz@leithwheeler.com
linkedin.com/in/dalyce-seitz
leithwheeler.com
Dalyce Seitz
Principal and Portfolio Manager, Private Clients and Foundations
Leith Wheeler Investment Counsel
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2008
2012–2020
2020–Present
2023–Present
2022–Present
Graduated with a Bachelor of Management - Finance from the University of Lethbridge
2008
2012–2020: Early career in banking, lending, and investments
Associate portfolio manager, then portfolio manager with a large bank-owned investment counsel
2015: Earned her Chartered Investment Manager designation
2012–2020
2020–Present: Portfolio manager at Leith Wheeler Investment Counsel
Became a shareholder of Leith
2025: Earned her Family Enterprise Advisor designation
2020–Present
President and CEO at iA Clarington Investments
2023–Present
2022–Present: Managing Director at Medicus Pension Plan
2024: Industry Leadership Finalist for Workplace Benefits Awards
2025: Named to Benefits and Pensions Monitor’s Hot List
2022–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
