Reflections on Value


Reflections on Value

I was fortunate to attend the Ben Graham Centre’s 2019 Value Investing Conference in Toronto this April for the first time and I was greatly impressed by the content and high-quality, deep-thinking speakers...

Nola Joorisity Joins Leith Wheeler as External Advisor


Nola Joorisity Joins Leith Wheeler as External Advisor

Vancouver, British Columbia and Regina, Saskatchewan (April 3, 2019) We are pleased to announce that Nola Joorisity has joined Leith Wheeler as an External Advisor to our Board of Directors. Ms. Joorisity brings...

Leith Wheeler Joins Forces with CFC in a New Three-year National Partnership


Leith Wheeler Joins Forces with CFC in a New Three-year National Partnership

We are very excited to announce today a three-year national partnership with Community Foundations of Canada. Through the partnership, we will be helping support CFC's Vital Signs program, the most extensive community-driven data...

Leith Wheeler Income Advantage and Balanced Funds Receive FundGrade A+ Awards for 2018


Leith Wheeler Income Advantage and Balanced Funds Receive FundGrade A+ Awards for 2018

Our investment teams were honoured this week to receive FundGrade A+ Awards for 2018 for both the Income Advantage Fund and Balanced Fund. For over 35 years, our investment philosophy has been defined...

Friend or Foe: What Does Artificial Intelligence Mean for the Private Client?


Friend or Foe: What Does Artificial Intelligence Mean for the Private Client?

These days there’s no shortage of articles and white papers on how artificial intelligence (“AI”) is dynamically altering both our personal and work environments. From IBM’s Watson to Apple’s Siri and Amazon’s Alexa...

US Mid Term Elections: Implications for Canadian Investors


US Mid Term Elections: Implications for Canadian Investors

Unlike with the 2016 US Presidential election, betting markets and election polls actually got the 2018 midterm election outcome correct. Democrats took the House of Representatives while Republicans retained (and, in fact, expanded)...

Leith Wheeler Receives Two 2018 Lipper Fund Awards


Leith Wheeler Receives Two 2018 Lipper Fund Awards

Leith Wheeler was honoured this month with Lipper Fund awards for two strategies we manage for our clients: Best Fund - Canadian Dividend & Income Equity (3 Years): Leith Wheeler Canadian Dividend Fund...

CEO Jim Gilliland Speaks to UBC Viewpoints


CEO Jim Gilliland Speaks to UBC Viewpoints

When Jim Gilliland, Leith Wheeler's President, CEO, & Head of Fixed Income, gave an interview to UBC Viewpoints magazine last Fall, he knew something the interviewer did not. The focus of the issue...

Chicken Little Spoiler Alert: The Sky is Not Falling (Forever)


Chicken Little Spoiler Alert: The Sky is Not Falling (Forever)

Given the recent market volatility, we thought it was a good time to review the reasons to be thankful and not fearful during these times. Irrespective of the capital market you look at...

Leith Wheeler High Yield Bond Fund Tops Canadian Charts Through Three Years


Leith Wheeler High Yield Bond Fund Tops Canadian Charts Through Three Years

At Leith Wheeler, it’s not really in our nature to talk about ourselves so when we do something well, unless you’re a client reading your statement, you’re unlikely to hear about it. That...

Upcoming Indigenous Education Workshops


Upcoming Indigenous Education Workshops

Leith Wheeler portfolio manager Andrew Hoffman will be headed to Saskatoon September 11 to take part in the 14th annual Aboriginal Trust and Investment Workshop. The two-day conference is widely attended by Indigenous...

G7 Finance & Development Ministers Meetings 2018: A View from the Inside


G7 Finance & Development Ministers Meetings 2018: A View from the Inside

In the lead-up to the now-(in)famous G7 Summit in Charlevoix, Quebec, many global finance leaders – including Canadian federal Finance Minister Bill Morneau, IMF Managing Director Christine Lagarde, and World Bank CEO Kristalina...