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Leith Wheeler
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Cause or Effect? The Role of Dividends in an Outperforming Portfolio

Quiet Counsel

August 16, 2018 | Quiet Counsel | 5 min read

Cause or Effect? The Role of Dividends in an Outperforming Portfolio

John D. Rockefeller, the world’s first billionaire, once famously remarked, “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” 1 Dividend-paying stocks represent a key element of a long-term total return approach, so it is important to understand the role they can play in portfolios...

Strategies for Cottage Ownership and Transfers

Planning Matters

August 15, 2018 | Planning Matters | 7 min read

Strategies for Cottage Ownership and Transfers

There was a day a few years ago when my cottage was much simpler to look after. I used to drive to Muskoka on the first long weekend in the summer and, in a total of 12 minutes, have the place ready to go. It was called a tent, and it came with...

Value Through the Cycle

Quiet Counsel

May 16, 2018 | Quiet Counsel | 7 min read

Value Through the Cycle

Being a “value” investor through a growth market cycle requires patience and discipline, and this past decade has required a bigger dose than usual of both. But a look at the many factors that have driven this growth run and how they have been rapidly changing of late makes a compelling case that...

Managing Capacity: Planning for the Risk of Dementia

Planning Matters

May 15, 2018 | Planning Matters | 7 min read

Managing Capacity: Planning for the Risk of Dementia

It’s human nature to avoid thinking about the fallibility of our bodies – that we might one day lose the use of our legs, or our eyes, or our minds. Perhaps it is in our DNA, an automatic suppression of the consequences of our natural decay, like the fading memory of a first...

Introduction

Planning Matters

March 06, 2018 | Planning Matters | 5 min read

Introduction

In managing our clients’ wealth at Leith Wheeler over the past 36 years, we’ve worked with many families as they have developed intergenerational tax and estate plans. Our role is to ensure that our clients own their assets in the manner that will meet their long-term objectives, on an after-tax basis. As part...

Reefing the Main: Our Tempered Investment Outlook for 2018

Quiet Counsel

February 16, 2018 | Quiet Counsel | 8 min read

Reefing the Main: Our Tempered Investment Outlook for 2018

An old sailing adage states that “the time to reef is when you first think of it.” Reefing is the practice of reducing the area of your sail in anticipation of rough weather. You will seldom regret reefing early and you will almost always regret reefing late. In our view, this metaphor is...

Picking Stocks: Lessons Learned Over The Past 30 years

Quiet Counsel

February 07, 2017 | Quiet Counsel | 8 min read

Picking Stocks: Lessons Learned Over The Past 30 years

I was recently reflecting on the many lessons I have learned over my career as an equity analyst at Leith Wheeler. I thought I would describe the following four lessons as well as some of the mistakes I have made over the years.Lesson 1: The stock market is a para-mutual betting system. This...

Thank You
August 11, 2008 | Planning Matters | 1 min read

Thank You

Thank you for reading the inaugural edition of our Planning Matters report. Our intention is to offer insight into areas outside of the investing topics that we explore each quarter in our Investment Outlook. The world of “ Personal Finance ” is very large and we will be tapping into the minds of...

The Responsibilities of an Executor
August 11, 2008 | Planning Matters | 6 min read

The Responsibilities of an Executor

The Responsibilities of an Executor One of the most important decisions in preparing a Will is choosing an executor. However, all too often insufficient time is spent on this critical decision. Usually, a family member or friend is chosen without recognizing that being an executor is very demanding and time consuming. In order...

Powers of Attorney
August 11, 2008 | Planning Matters | 4 min read

Powers of Attorney

Powers of Attorney If you were in an accident that left you unable to manage your financial affairs, do you have someone you trust who could manage your affairs? Have you appointed that person to be your “ attorney ” under a power of attorney document? If not, you may be surprised to...

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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
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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
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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