VIDEO: Leith Wheeler Outlook 2025


VIDEO: Leith Wheeler Outlook 2025

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...

Read Article
WEBINAR: Home Country Bias


WEBINAR: Home Country Bias

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...

Section 899: A New Cross-Border Tax Threat for Canadian Investors?


Section 899: A New Cross-Border Tax Threat for Canadian Investors?

It has been a wild ride so far this year for Canadian investors, akin to being strapped into a roller coaster with no brakes, no seatbelt, and a track slick with maple syrup...

Leith Wheeler Explainer Series: Trade Deficits


Leith Wheeler Explainer Series: Trade Deficits

During his address in the Rose Garden on “Liberation Day,” Trump held up a placard with countries’ names down one side and the tariffs they would face thereafter. He stated these tariffs were...

The Leith Wheeler Podcast Playlist


The Leith Wheeler Podcast Playlist

Mark Twain nailed it when he wrote, “The man who doesn't read good books has no advantage over the man who can't read them.” Don’t we all aspire to reading texts that enrich...

Trump, Trudeau, & the Markets


Trump, Trudeau, & the Markets

Given the current heightened uncertainty for the Canadian economy and markets, we put some questions to senior investment professionals on the equity and fixed income teams: Jim Gilliland, Managing Principal, President & CEO...

The Canadian Equity Fund Turns 30: Interviews with the Team


The Canadian Equity Fund Turns 30: Interviews with the Team

We will remember 2024 for more than strong markets and the official canonization of Taylor Swift, as it marked the 30-year anniversary of the Leith Wheeler Canadian Equity Fund. It’s been a remarkable...

In Profile: Leith Wheeler's award-winning fixed income team


In Profile: Leith Wheeler's award-winning fixed income team

We recently wrote an article about the power of compounding which maps the arc of a successful long-term investment: allocate your capital, let it grow, grow on that growth, and before you know...

Shining a Light on Investment Management Fees: Questions to Ask


Shining a Light on Investment Management Fees: Questions to Ask

When friends or family ask me how to make money in the market, I offer three pieces of advice: On investing: Start early, contribute often, and stick to the plan through good markets...

Resources for Reconciliation


Resources for Reconciliation

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...

Talkin’ ‘bout Your Concentration: The Risk of Passive ETF Investing


Talkin’ ‘bout Your Concentration: The Risk of Passive ETF Investing

A lot of ink has been spilled over the stranglehold that the “Magnificent 7” has over the S&P 500 index and for good reason: companies like Nvidia, Microsoft, Apple, Meta, Alphabet, and Amazon...

Summer Book Recommendations 2024


Summer Book Recommendations 2024

It’s been two years since our last one and the Leith Wheeler crew has curated another great Summer Reading List! We’ve included a handful of biographies, some great books on tech, as well...

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...