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Leith Wheeler Explainer Series: Donor Advised Funds

Planning Matters

May 21, 2024 | Planning Matters | 7 min read

Leith Wheeler Explainer Series: Donor Advised Funds

Leith Wheeler has engaged Canada Gives, a Canadian foundation that offers Donor Advised Funds (DAFs), to provide our clients with an effective philanthropic and tax planning tool. The following article outlines the potential benefits of the DAF structure. Donor Advised Funds are an exciting innovation in charitable giving that offers individual donors many...

Outlook 2024: Threading the Needle

Quiet Counsel

February 04, 2024 | Quiet Counsel | 8 min read

Outlook 2024: Threading the Needle

It has been a volatile few years in capital markets. Both equity and fixed income portfolios posted strong returns in 2023, with significant help from a fourth-quarter rally that boosted modest (non-US) equity returns and saved bond markets from another negative year. The year also provided a significant turnaround from 2022, when investors...

Foiling Fraudsters

Planning Matters

January 12, 2024 | Planning Matters | 10 min read

Foiling Fraudsters

While the internet has democratized access to all human knowledge (and opinions), it has simultaneously created endless opportunities for fraudsters to separate trusting or uninformed citizens from their hard-earned money. Unfortunately, odds are you and your family will be targets at least once in your lifetimes, so we put together this resource to...

One Metric to Rule Them All: The Power of ROE

Quiet Counsel

November 20, 2023 | Quiet Counsel | 6 min read

One Metric to Rule Them All: The Power of ROE

This edition of Quiet Counsel focuses on measuring value creation through the magic of Return on Equity (ROE). In the short term, sentiment can help boost the price the market is willing to pay for a given set of earnings but long term, without a demonstrated track record of being able to grow...

Investing in Your Health Through the Six Pillars of Lifestyle Medicine

Planning Matters

November 01, 2023 | Planning Matters | 7 min read

Investing in Your Health Through the Six Pillars of Lifestyle Medicine

Living a long life is only fun if you have a quality of life in which you can move around, think clearly, look after yourself, and pursue your interests. A long life span is best accompanied by a long health span. It’s remarkable that 150 years ago, the average lifespan was only about...

Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023

Quiet Counsel

August 16, 2023 | Quiet Counsel | 8 min read

Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023

In our business, it is often a challenge to communicate how our macro views (“We expect an economic soft landing”) maps to our view of portfolio (“We were happy to see Company A raised its dividend again”). Visit our website, to download previous Newsletters and read our latest Insights.While our economic outlook is...

Understanding Proposed Changes to Taxation of Charitable Giving

Planning Matters

August 15, 2023 | Planning Matters | 6 min read

Understanding Proposed Changes to Taxation of Charitable Giving

Many Canadians contribute to philanthropic causes and registered charities and benefit from both tax deductions on the donation and, when transferred as a security (not cash), shielding of tax on capital gains embedded in that security. This year the budget released by the Canadian Federal Government (the “Budget 2023”) proposed changes to the...

An Ode to Boring: Canadian Banks circa 2023

Quiet Counsel

May 16, 2023 | Quiet Counsel | 8 min read

An Ode to Boring: Canadian Banks circa 2023

Banking is best when it is a dull business, devoid of excitement. Unfortunately for some bankers and their shareholders, though, excitement has been running higher than normal lately, resulting in the collapse of a few regional US banks. There are two sometimes related sources of worry within any banking system: credit losses and...

Using a Flow Analysis in Estate Planning

Planning Matters

May 15, 2023 | Planning Matters | 6 min read

Using a Flow Analysis in Estate Planning

Matching intentions and results is the truest definition of success in estate planning, and one strategy to achieve this is what I call a "flow analysis." Where does my property go when I pass away? Where does it “flow”? I like the concept because for me it conjures the image of a creek...

Outlook 2023, Part II: Recession, Bonds, and Equity Markets

Quiet Counsel

February 17, 2023 | Quiet Counsel | 4 min read

Outlook 2023, Part II: Recession, Bonds, and Equity Markets

In Part I of our two-part Outlook series, we concluded that inflation was likely to continue to decline, and that interest rate hikes were probably in the final innings. In Part II, we explore the impact on the economy and capital markets. Will we get a recession? While our base case continues to...

Outlook 2023, Part I: Inflation

Quiet Counsel

February 16, 2023 | Quiet Counsel | 7 min read

Outlook 2023, Part I: Inflation

In Part I of our two-part Outlook series, we go through our current thinking about inflation and interest rates. Be sure to check out Part II to learn our outlook for the chances of an economic recession, as well as prospects for fixed income and equity markets. Let’s face it, 2022 was a...

The Softer Side of Retirement

Planning Matters

February 15, 2023 | Planning Matters | 6 min read

The Softer Side of Retirement

Our private client portfolio managers have had thousands of conversations with clients over the years addressing the question, “When can I retire?” Then on the appointed day, when all that hard work and preparation finally comes to fruition, more than a few of those clients are confronted with a different, sometimes surprising question...

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Archives

Quiet Counsel

  • Jan 2024 Outlook 2024: Threading the Needle
  • Nov 2023 One Metric to Rule Them All: The Power of ROE
  • Aug 2023 Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023
  • May 2023 An Ode to Boring: Canadian Banks circa 2023
  • Feb 2023 Outlook 2023, Part II Recession, Bonds, and Equity Markets
  • Feb 2023 Outlook 2023, Part I Inflation
  • Nov 2022 In Search of Economic Moats
  • Aug 2022 Investing in Canada: Are We Just Banks and Rocks?
  • May 2022 Pros and Cons of Private Asset Investing
  • Feb 2022 Zig When They Zag: Four Consensus Views to Reject in 2022
  • Nov 2021 Transitory Inflation And Looking Beyond The Headlines
  • Aug 2021 Investing Vs Speculating
View All

Planning Matters

  • Jan 2024 Foiling Fraudsters
  • Nov 2023 Investing in Your Health Through the Six Pillars of Lifestyle Medicine
  • Aug 2023 Understanding Proposed Changes to Taxation of Charitable Giving
  • May 2023 Using A Flow Analysis In Estate Planning
  • Feb 2023 The Softer Side of Retirement
  • Nov 2022 Getting a Head Start on Your 2022 Personal Tax Roundup
  • Aug 2022 Conversations for Generational Wealth Transfer
  • May 2022 Choosing One Of Your Adult Children As Your RRSP/RRIF/TFSA Beneficiary? Think-and Act-Carefully
  • Feb 2022 Insurance Considerations For 2022
  • Nov 2021 Things To Consider When Deciding When To Take CPP And OAS
  • Aug 2021 Four Ways of Charitable Giving
  • May 2021 How To Protect Yourself From A Cyber Breach This Pandemic
View All

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Leith Wheeler
    • Who We Are
    • Why Leith Wheeler
    • How We Invest
    • In the Community
    • Team
    • Careers
    • Individuals
      • Pension Plans
      • Endowments & Foundations
    • Indigenous
    • Advisors
    • 简体中文 (CH)
    • Insights
    • Media
    • Newsletters
    • Forms & Documents
    • Contact Us
  • FR
  • Client Login
  • Let's Talk