I visited Elmer Helm and his daughters at his North Vancouver home on a sunny afternoon in May 2026, a few months after his 100th birthday. I was there to interview him about...
Read Article
The rise of the Mag 7 and AI has created more than a US index problem; it's created a portfolio problem. With AI-linked stocks now exceeding 40% of the S&P 500, and large...
We have been fielding numerous calls from advisors and prospective private clients looking for an alternative to the alternatives (hedge funds, private real estate, credit, and equity funds) they’d been sold on. The...
"3 Generations in Quebec" is a new article series we're publishing with our Montreal-based team of Denis Durand, Eric Desbiens, and Michael Iuliani. Bringing 50+, 25+, and 10+ years of market experience, respectively...
On a cool November day in 2014, a tree was planted at the coroner’s office in Toronto. It was not a ceremonial sapling destined for a photo and a forgotten plaque. It was...
We recently hosted clients at Outlook events across Canada, where our President & CEO and Head of Fixed Income, Jim Gilliland, CFA provided a macro update and outlook, and Equity Portfolio Manager, Nader...
Each year, we publish Resources for Reconciliation to mark the National Day of Truth and Reconciliation and to help us better understand Canada's colonial history. We thought to share them, as there are...
Our job as an investment manager is to help our clients turn $1 into $2 or $3 (or more) over time. To achieve this, we need to see things differently from others –...
To mark the opening of our Montreal office and to introduce our new colleagues, we hosted a bilingual webinar! See the video below to learn more about Leith Wheeler – our 40+ years...
In May, we hosted a ladies-only “Women, Wine, & Wealth” event that included a guided rosé wine tasting with Sommelier Sean Nelson and a conversation between Leith Wheeler Private Client Portfolio Manager, Cindy...
MONTRÉAL, QC, August 13, 2025 /CNW/ –We are pleased to announce that Eric Desbiens has joined the firm to build and lead a team in the firm’s new Montréal office. His first hire...
In our annual Leith Wheeler Outlook, Managing Principal, President & CEO - Head, Fixed Income, Jim Gilliland, CFA provides a macro update and outlook and Managing Principal, Portfolio Manager - Equity, Nick Szucs...
As clients have moved to increase their allocations to global equities and alternative assets in recent years, the question of whether to persist with recommending a Canadian home country bias in asset mix...
