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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
