US Mid Term Elections: Implications for Canadian Investors


US Mid Term Elections: Implications for Canadian Investors

Unlike with the 2016 US Presidential election, betting markets and election polls actually got the 2018 midterm election outcome correct. Democrats took the House of Representatives while Republicans retained (and, in fact, expanded)...

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Leith Wheeler Receives Two 2018 Lipper Fund Awards


Leith Wheeler Receives Two 2018 Lipper Fund Awards

Leith Wheeler was honoured this month with Lipper Fund awards for two strategies we manage for our clients: Best Fund - Canadian Dividend & Income Equity (3 Years): Leith Wheeler Canadian Dividend Fund...

CEO Jim Gilliland Speaks to UBC Viewpoints


CEO Jim Gilliland Speaks to UBC Viewpoints

When Jim Gilliland, Leith Wheeler's President, CEO, & Head of Fixed Income, gave an interview to UBC Viewpoints magazine last Fall, he knew something the interviewer did not. The focus of the issue...

Chicken Little Spoiler Alert: The Sky is Not Falling (Forever)


Chicken Little Spoiler Alert: The Sky is Not Falling (Forever)

Given the recent market volatility, we thought it was a good time to review the reasons to be thankful and not fearful during these times. Irrespective of the capital market you look at...

Leith Wheeler High Yield Bond Fund Tops Canadian Charts Through Three Years


Leith Wheeler High Yield Bond Fund Tops Canadian Charts Through Three Years

At Leith Wheeler, it’s not really in our nature to talk about ourselves so when we do something well, unless you’re a client reading your statement, you’re unlikely to hear about it. That...

Upcoming Indigenous Education Workshops


Upcoming Indigenous Education Workshops

Leith Wheeler portfolio manager Andrew Hoffman will be headed to Saskatoon September 11 to take part in the 14th annual Aboriginal Trust and Investment Workshop. The two-day conference is widely attended by Indigenous...

G7 Finance & Development Ministers Meetings 2018: A View from the Inside


G7 Finance & Development Ministers Meetings 2018: A View from the Inside

In the lead-up to the now-(in)famous G7 Summit in Charlevoix, Quebec, many global finance leaders – including Canadian federal Finance Minister Bill Morneau, IMF Managing Director Christine Lagarde, and World Bank CEO Kristalina...

Momentum can be a fickle gift (aka “No, it’s never different this time”)


Momentum can be a fickle gift (aka “No, it’s never different this time”)

Market cycles end when the collective delusion of risklessness disappears. Protracted periods of gently rising markets and low volatility encourages investors into believing that the low-risk environment is permanent (“It’s different this time”)...

Leith Wheeler Launches Three New Funds


Leith Wheeler Launches Three New Funds

We are excited to announce we have added three new funds to our direct (B-series) and third party-advised (F-series) platforms: Leith Wheeler Short Term Income Fund (Series B, F): A good alternative to...

The Retirement You Can Expect from Your Current RRSP Contribution Plan


The Retirement You Can Expect from Your Current RRSP Contribution Plan

It’s particularly busy around the halls of Leith Wheeler each February as our clients scramble to beat the RRSP contribution deadline, this year on March 1, 2018. During the frenzy, we are glad...

Leith Wheeler Launches New Website


Leith Wheeler Launches New Website

We are excited to announce that we have done a refresh of our website! We think the look and feel is lighter and more user-friendly, showcases the depth and breadth of both our...

Edinburgh Partners Acquired by Franklin Resources


Edinburgh Partners Acquired by Franklin Resources

You may have seen the announcement this week that Edinburgh Partners has agreed to be acquired by Franklin Resources, Inc., the parent of Franklin Templeton Investments. Edinburgh Partners has been a strategic partner...

Capital Gains Distributions: A Primer and a Forecast


Capital Gains Distributions: A Primer and a Forecast

Mike Wallberg, CFA Vice President, Marketing & Communications The estimated 2017 capital gains distributions for funds are in and we see good news this year for our clients: some funds are not...