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...

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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...

Softwood Lumber Dispute in Context


Softwood Lumber Dispute in Context

The U.S. protectionist and America-first mentality have undoubtedly been re-invigorated by Donald Trump’s election. The Softwood Lumber Agreement (SLA) between Canada and the U.S. is being renegotiated and Trump continues to threaten to...

What’s the Difference Between a Time-Weighted Rate of Return and a Money-Weighted Rate of Return?


What’s the Difference Between a Time-Weighted Rate of Return and a Money-Weighted Rate of Return?

Canadian securities regulators designed Phase 2 of the Client Relationship Model (CRM2) to ensure investors receive clear and complete disclosure of the performance of their investments and fees associated with their accounts. One...

Assessing the Risks of a Recession


Assessing the Risks of a Recession

Canada was not in recession in early 2015, and never has been without a U.S. recession. Indicators of a U.S. recession are rising, namely yield curve flattening and tightening lending standards... ...but these...

Five Year-End Tax Planning Strategies


Five Year-End Tax Planning Strategies

As we approach the end of 2015, investors should be aware of things they can do with their portfolios to minimize their 2015 taxes. Here are five strategies to ease the burden...

What Drives Interest Rates?


What Drives Interest Rates?

With interest rates at record low levels, investors ranging from long-term investment funds (Pension Plans & Endowments) to individuals planning for retirement are facing a number of unique challenges. So what drives market...

How to Make an RRSP Decision that's Right for Your Age


How to Make an RRSP Decision that's Right for Your Age

As the RRSP deadline of March 2 approaches, many investors are reviewing their portfolios and strategies, but with the Tax Free Savings Account (TFSA), investors have another place to put their funds. In...