To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change


To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change

On April 16, the Canadian federal government announced proposed changes to the inclusion rate for the calculation of capital gains tax and set a deadline of June 25, 2024 for the old rules...

Read Article
VIDEO: 2024 Outlook


VIDEO: 2024 Outlook

It's time for our annual Outlook! See below, where Managing Principal, President & CEO Jim Gilliland provides a macro update and outlook, Principal, Portfolio Manager - Head of Global Equity Virginia Au speaks...

VIDEO: Navigating Dementia: Recognize, Prepare, Plan


VIDEO: Navigating Dementia: Recognize, Prepare, Plan

We recently hosted our Planning Matters event, Navigating Dementia: Recognize, Prepare, Plan for Leith Wheeler clients in Vancouver with Principal, Portfolio Manager - Private Clients & Foundations, Cindy Huang, Alzheimer Society of BC's...

New Trust Reporting Requirements Now in Effect May Catch Some by Surprise


New Trust Reporting Requirements Now in Effect May Catch Some by Surprise

The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. ***UPDATE MARCH 28, 2024: Note that the Canada Revenue Agency released this...

Leith Wheeler Explainer Series: The Dividend Debate


Leith Wheeler Explainer Series: The Dividend Debate

Dividends are great, but investors should beware of mistaking (just) a big yield for an investment opportunity. All that glitters on the Christmas tree is not gold. Let me explain. Dividends undoubtedly represent...

Hitting Pay Dirt: The Selling of an Ag Empire


Hitting Pay Dirt: The Selling of an Ag Empire

Please enjoy the inaugural edition of the Leith Wheeler “I Built This” Series, in which we plan to profile the journeys of remarkable entrepreneurs. It’s a grey day on the Naramata Bench, a...

The Risks of Transactive Memory


The Risks of Transactive Memory

I was listening to a back episode of Malcolm Gladwell’s Revisionist History podcast recently in which he explores the idea of "transactive memory." In it, he says: “We don’t just store information in...

Building Out Your Core with US SMID and Emerging Markets Equities


Building Out Your Core with US SMID and Emerging Markets Equities

We recently presented a webinar with the Association of Canadian Pension Management (ACPM) that explored the case for US Small/Mid-Cap (SMID) and Emerging Markets (EM) Equities. Here's a quick summary - please see...

Resources for Reconciliation - 2023


Resources for Reconciliation - 2023

Each year, we publish revised editions of 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...

How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?


How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?

Back in March, the Government of Canada’s Budget 2023 proposed several amendments to the Income Tax Act which could, if implemented, raise the Alternative Minimum Tax (AMT) paid by individuals by taxing capital...

Taming an Unintentional Portfolio


Taming an Unintentional Portfolio

For simplicity, folks like me who write about financial markets and planning present a fairly crisp version of the world. Equity strategies are concentrated enough to diversify risk and are split across regions...

Women, Money, and My Holiday Beach Read


Women, Money, and My Holiday Beach Read

The following article was written by Leith Wheeler Principal, Portfolio Manager Stephanie Hickmott and first included in the program for the Canadian Alternative Investment Forum. It has been reprinted here with permission. In...

VIDEO: Leith Wheeler Outlook 2023


VIDEO: Leith Wheeler Outlook 2023

We recently hosted our annual Outlook event for Leith Wheeler clients in Vancouver, Calgary, and Toronto with President, CEO & Head of Fixed Income, Jim Gilliland, our Fixed Income Analyst, Tamsin Wilding, and...