Balanced 3.0: Re-Engineering Your Portfolio For 2022+


Balanced 3.0: Re-Engineering Your Portfolio For 2022+

The following article was first published in Benefits and Pensions Monitor's December 2022 issue (pp 17-18). It has been reprinted here with permission. You can download a PDF of the original article here...

A Value Approach to Investing in Private Assets


A Value Approach to Investing in Private Assets

When you walk through the front doors of our office you will notice a cartoon that has hung on our wall since Bill Wheeler & Murray Leith founded the company in 1982. The...

VIDEO: Building Wealth with Leith Wheeler: Investment Basics


VIDEO: Building Wealth with Leith Wheeler: Investment Basics

We recently hosted the first installment of our new "Building Wealth with Leith Wheeler" seminar series on Investment Basics, with Associate Portfolio Manager Tricia Wu and Portfolio Managers Victoria Gooderham and Dalyce Seitz...

Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting


Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting

Be wary of these investor biases By Jeffrey Steele In the following article, Leith Wheeler Portfolio Manager Cindy Huang speaks with journalist Jeffrey Steele about investor bias. It was first published as the...

Learning from past bear markets can take teeth out of current downturn


Learning from past bear markets can take teeth out of current downturn

The following article was written by Leith Wheeler VP & Portfolio Manager Leanne Scott and first published in CanadianFamilyOffices.com. It has been reprinted here with permission. You can read the original article and...

Second-Level Thinking in Investing


Second-Level Thinking in Investing

Clients often ask us what the secret sauce is for beating the market. A lot of the time, the trick is getting out of our heads and ignoring the shouting voices of the...

YMCA of Vancouver, Leith Wheeler, & Tennis BC Help Refugees Settle, Prosper


YMCA of Vancouver, Leith Wheeler, & Tennis BC Help Refugees Settle, Prosper

When Waad Shurbaji flew into Vancouver International Airport in 2021, it was with fresh hope and fresh fears. She was arriving from Turkey, her home for eight years after fleeing the war in...

Leith Wheeler Explainer Series: How to Maximize Your RESP


Leith Wheeler Explainer Series: How to Maximize Your RESP

Registered Education Savings Plans (RESPs) are an excellent way to provide for the future of your child or grandchild’s post-secondary educational expenses. Not only do they create a discipline for saving, they also...

Not Your Average Investment Manager Summer Reading List


Not Your Average Investment Manager Summer Reading List

Summer’s here, which means BBQs, patios, airport lineups, and lots of time to catch up on reading! To help you decide what book to pack in your beach bag, we put the call...

Leith Wheeler Certified as Living Wage Employer


Leith Wheeler Certified as Living Wage Employer

First Financial Services Company to Do So in Each of BC, Alberta, & Ontario VANCOUVER, CALGARY, and TORONTO, May 11th, 2022 – Leith Wheeler Investment Counsel (“Leith Wheeler”) is pleased to announce the...

Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1


Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1

The following is a guest post by Jeff Brockman, CPA CA, Partner at Fruitman Kates LLP Chartered Professional Accountants. In the summer of 2020, I contributed to Leith Wheeler’s Planning Matters client newsletter...

VIDEO: Leith Wheeler Outlook 2022


VIDEO: Leith Wheeler Outlook 2022

We recently hosted our annual Outlook event for Leith Wheeler clients, at which Portfolio Manager Cindy Huang interviewed our President, CEO & Head of Fixed Income, Jim Gilliland, our Head of Global Equities...