Implications of Budget 2021 for Our Private Clients


Implications of Budget 2021 for Our Private Clients

On April 19, 2021 Chrystia Freeland, Canada’s Deputy Prime Minister and first female Finance Minister, presented the first federal budget in two years. The 2021 budget projects a deficit of over $350 billion...

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Challenging the Way You See


Challenging the Way You See

I recently came across this Harvard Business Review article by Adam Brandenburger: “To Change the Way You Think, Challenge the Way You See”. In it, Brandenburger – who is a professor of Engineering...

VIDEO: Institutional Investors Forum | The Evolving Role of Fixed Income in a Low Rate Environment


VIDEO: Institutional Investors Forum | The Evolving Role of Fixed Income in a Low Rate Environment

In the latest instalment of our Institutional Investor Forum, we hosted clients virtually for a discussion focused on the role of fixed income in portfolios. With real yields in Canada well below than...

2020 Distributions


2020 Distributions

It’s December, which means that fund investors in taxable accounts will be turning their focus to upcoming distributions. To help decipher what that means in general – as well as for Leith Wheeler...

VIDEO: Investment Management from a Board Perspective


VIDEO: Investment Management from a Board Perspective

Say you’re new onto a foundation board and tasked with reviewing the investment portfolio. You’re knowledgeable about many topics – that’s why they recruited you! – but as it turns out, the capital...

CFC Partner Profile: Diversity is Our Strength


CFC Partner Profile: Diversity is Our Strength

Our partners at Community Foundations of Canada have published an important series of reports today about gender equality in Canada. Split into three sections, the reports do what Vital Signs reports do at the...

VIDEO: Institutional Investors Forum | Is Value Dead?


VIDEO: Institutional Investors Forum | Is Value Dead?

On September 29, 2020, we hosted our first virtual Institutional Investor Forum for clients in which Institutional Portfolio Managers Perry Teperson and Lisa Meger addressed the question, “Is Value Dead?” We are pleased...

Building Wealth Through Market Crashes


Building Wealth Through Market Crashes

In this article published in the current edition of the Journal of Aboriginal Management, Vice President & Portfolio Manager Michael Job provides insights about market drivers, long-term thinking, avoiding your innate biases, learning...

Free Prior & Informed Consent: How Investors Can Do Their Homework


Free Prior & Informed Consent: How Investors Can Do Their Homework

While there can be a lot of confusion surrounding environmental, social, and governance (ESG) focused investment by asset managers, these priorities have always been a part of our process at Leith Wheeler, whether...

What does Canada’s AAA Downgrade Mean?


What does Canada’s AAA Downgrade Mean?

On June 24, the rating agency Fitch downgraded Canada’s long-term debt rating from AAA to AA+, citing a deterioration in government finances due to fiscal policy in response to the coronavirus pandemic. The...

VIDEO: Outlook 2020 Recorded Presentation


VIDEO: Outlook 2020 Recorded Presentation

On June 11, 2020 we moved our annual Client Outlook event online. The agenda for the event was as follows: Jim Gilliland – President, CEO & Head of Fixed Income: 2020 Reflection and...

Averting a Depression and Your Cheques for Free


Averting a Depression and Your Cheques for Free

We’ve written at length of late about the crucial role that fiscal and monetary policy will play in helping the global economy recover, and avoid a repeat of the Great Depression. With the...

Looking Beyond the Storm: An Interview with Jim Gilliland


Looking Beyond the Storm: An Interview with Jim Gilliland

As the extraordinary first quarter of 2020 drew to a close, we sat down with Jim Gilliland, our President, CEO, & Head of Fixed Income, to get his views on bear markets, recessions...