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Newsletters
INvested (formerly Investment Outlook) and Planning Matters are published quarterly and distributed to clients of Leith Wheeler. The following publications are available for download.
Read the latest issue of INvested
here
.
Read the latest issue of Planning Matters
here
.
NOTE: You will need the free Adobe Reader software to view these newsletters. If you don't already have it, please click on the icon to download the software now.
Archived issues of Investment Outlook
Sept 2011
Material Values
PDF
June 2011
Timing Isn't Everything
PDF
Mar 2011
Muddling Through U.S. Fiscal Challenges
PDF
Dec 2010
We'll Get By With A Little Help From Our Feds
PDF
Sept 2010
To Hedge or Not To Hedge
PDF
June 2010
The Lost Decade
PDF
Mar 2010
Are We Drowning in Debt?
PDF
Dec 2009
What's in a Catch Phrase
PDF
Sept 2009
Revisting the 70's: Bell Bottoms, Disco and Inflation
PDF
June 2009
The Role on Bonds in a Portfolio: Not Just a Cameo
PDF
Mar 2009
Why International Equities Now?
PDF
Dec 2008
The Unexpected Will Happen
PDF
Sept 2008
Will Canadian Financials Weather the Storm?
PDF
June 2008
The Rational for "Value Investing" - Revisited
PDF
March 2008
The Benefits of Ownership
PDF
Dec 2007
Our New Year's Resolution - Keep and Eye on Natural Gas Prices
PDF
Sept 2007
Playing In The Casino Royal
PDF
June 2007
Applying the Brakes
PDF
Mar 2007
25 Years: A Personal Retrospective
PDF
Dec 2006
U.S. Stocks. Why Now? Why Leith Wheeler?
PDF
Sept 2006
"Trust": Even the Name Implies Confidence
PDF
June 2006
Gold Rush or Fool's Gold... Our Thoughts
PDF
Mar 2006
The Rediscovery of Canada
PDF
Dec 2005
All You Ever Wanted To Know About Bonds... But Were Afraid We Would Tell You!
PDF
Sept 2005
Expensive Words
PDF
June 2005
Living With Low Interest Rates
PDF
Mar 2005
The Implications of Unrestricted Foreign Content
PDF
Dec 2004
The Good, The Bad and the Ugly
PDF
Sept 2004
Forget The Atkins Diet... Buy Stocks That Can Put On The Calories
PDF
June 2004
Oil and Gas Income Trusts... Value or Ponzi Scheme?
PDF
Archived issues of Planning Matters
Sept 2011
"Insurance for Estate Planning"
Contributing Writer:
Doug de Savoye
Certified Financial Planner
L.D. de Savoye & Company Ltd.
PDF
Jun 2011
"So I Married An American"
Contributing Writer:
Will Todd, LL.B
Lawyer
Davis LLP
PDF
Mar 2011
"Estate Planning - Use of Trusts"
Contributing Writer:
Yogesh Bhathella, CGA, CFP, TEP
KPMG
PDF
Dec 2010
"Do Your Homework"
Contributing Writer:
Ingrid Tsui
Alexander Holburn Beaudin & Lang LLP
Barristers & Solicitors
PDF
Sept 2010
"Enhancing Philanthropy with a Planned Gift Today"
Contributing Writer:
Alyson Meehan Muzsa
Associate Director - Planned Giving
BC Cancer Foundation
PDF
Jun 2010
"Representation Agreement: Planning for Health & Personal Care"
Contributing Writer:
Nicole Garton-Jones
Lawyer and Mediator
Heritage Law
PDF
Mar 2010
"Whose Money is it Anyway? Taking Ownership of your Investments"
Contributing Writer:
Andrew Hoffman, CFA,
VP, Portfolio Manager
Leith Wheeler Investment Counsel Ltd.
PDF
Dec 2009
"Federal and Provincial Taxes"
Contributing Writer:
Brad Weldon, CA, VP Operations
Leith Wheeler Investment Counsel Ltd.
PDF
Sept 2009
"The Premium is not Problem, The Premium is the Solution"
Contributing Writer:
Frank Malinka, BCom, CFP, CLU, ChFC
Malinka Financial
PDF
Jun 2009
"Trusts in Estate Planning"
Contributing Writer:
Genevieve N. Taylor
Legacy Tax & Trust Lawyers
PDF
Mar 2009
"Tax Topics"
Contributing Writer:
Kay E. Gray, CGA
Partner, Tax Services
Grant Thornton
Chartered Accountants & Management Consultants
PDF
Dec 2008
"Charitable Giving in Tough Times"
Contributing Writer:
Doug de Savoye, CFP
L.D. de Savoye & Company Ltd.
Financial Advisors
PDF
Sept 2008
"Powers of Attorney"
Contributing Writer:
Emma McArthur
Associate
Tax, Trusts & Estates
Bull, Housser & Tupper LLP
PDF
June 2008
"The Responsibilities of An Executor"
Contributing Writer:
John Blakmer
CEO, Solus Trust
PDF
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