New Trust Reporting Requirements Now in Effect May Catch Some by Surprise


New Trust Reporting Requirements Now in Effect May Catch Some by Surprise

The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. If you listen carefully, you may hear a faint buzzing noise… the...

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Leith Wheeler Explainer Series: The Dividend Debate


Leith Wheeler Explainer Series: The Dividend Debate

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...

Hitting Pay Dirt: The Selling of an Ag Empire


Hitting Pay Dirt: The Selling of an Ag Empire

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...

The Risks of Transactive Memory


The Risks of Transactive Memory

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...

Building Out Your Core with US SMID and Emerging Markets Equities


Building Out Your Core with US SMID and Emerging Markets Equities

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...

Resources for Reconciliation - 2023


Resources for Reconciliation - 2023

Each year, we publish revised editions of Resources for Reconciliation to mark the National Day of Truth and Reconciliation and to help us better understand Canada's colonial history. We thought to share them...

How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?


How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?

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...

Taming an Unintentional Portfolio


Taming an Unintentional Portfolio

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...

Women, Money, and My Holiday Beach Read


Women, Money, and My Holiday Beach Read

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...

VIDEO: Leith Wheeler Outlook 2023


VIDEO: Leith Wheeler Outlook 2023

We recently hosted our annual Outlook event for Leith Wheeler clients in Vancouver, Calgary, and Toronto with President, CEO & Head of Fixed Income, Jim Gilliland, our Fixed Income Analyst, Tamsin Wilding, and...

Is Google Losing the AI Race?


Is Google Losing the AI Race?

The buzz around Artificial Intelligence (AI) has increased significantly in recent months after research company OpenAI publicly launched ChatGPT, a generative AI-based chatbot that can do everything from answering mundane queries to more...

Preparing for the Rising Disbursement Quota for Registered Charities


Preparing for the Rising Disbursement Quota for Registered Charities

On December 15, 2022, the federal government passed Bill C-32, the Fall Economic Statement Implementation Act, 2022 (“Bill C-32”), implementing a number of changes to the Income Tax Act (Canada) (the “ITA”). Among...

Balanced 3.0: Re-Engineering Your Portfolio For 2022+


Balanced 3.0: Re-Engineering Your Portfolio For 2022+

The following article was first published in Benefits and Pensions Monitor's December 2022 issue (pp 17-18). It has been reprinted here with permission. You can download a PDF of the original article here...