Leith Wheeler U.S. SMID Fund Top Decile Performer Over Inaugural 3 Years


Leith Wheeler U.S. SMID Fund Top Decile Performer Over Inaugural 3 Years

When the calendar flipped over September 30 of this year, one of our newer funds attained an important milestone: the three-year track record. We knew that performance has been “good” in the fund...

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Do’s and Don’ts When Selling Your Business


Do’s and Don’ts When Selling Your Business

Consider this scenario: You’re an entrepreneur. You’ve spent the better part of your adult life building this “thing” that feels bigger to you than the product or service advertised on the box or...

Investing in our Communities: CFC and Leith Wheeler Launch New Vital Signs Microgrants Program


Investing in our Communities: CFC and Leith Wheeler Launch New Vital Signs Microgrants Program

(Ottawa, Ontario) October 3, 2019 — Community Foundations of Canada and Leith Wheeler Investment Counsel are teaming up on a new microgrants initiative to assist community foundations in hosting Vital Conversations. Starting in...

A Sheep in Wolf's Clothing: Susan Cain on the Power of Introversion


A Sheep in Wolf's Clothing: Susan Cain on the Power of Introversion

In her groundbreaking book, Quiet, corporate lawyer-turned-author Susan Cain did what no academic before or since, could: help the masses understand the nature and opportunity of introversion. The book went on to smash...

Leith Wheeler Explainer Series: Preferred Shares


Leith Wheeler Explainer Series: Preferred Shares

As interest rates began rising in late 2016, some investors, particularly taxable ones, began to increase their weight in preferred shares in place of traditional bonds. The thinking was perhaps that yield was...

Never Unprepared: Leith Wheelerite Rides and Writes for Mental Health Association


Never Unprepared: Leith Wheelerite Rides and Writes for Mental Health Association

On a drizzly Vancouver morning last February, I sat down with my Leith Wheeler colleague, Cameron Johnston, to talk about his extraordinary feat. A tall, quiet fellow with an easy smile, Cameron gives...

Investing in our Communities: St. Paul's Hospital Foundation


Investing in our Communities: St. Paul's Hospital Foundation

Senior management from Leith Wheeler joined leadership of the St. Paul’s Foundation yesterday to unveil a plaque celebrating the firm’s commitment as a Founding Campaign Partner to the new St. Paul’s Hospital. The...

Partner Post | Stanley Park Open: Getting to Know Leith Wheeler


Partner Post | Stanley Park Open: Getting to Know Leith Wheeler

The following article appeared in Tennis BC's blog on May 31, 2019. Vancouver, BC – The Stanley Park Open was established in 1931 and has grown since then to become North America’s largest...

​What is Happening in Canadian Natural Gas?


​What is Happening in Canadian Natural Gas?

To say the natural gas industry in Western Canada has been under pressure of late would be an understatement. A combination of increased production, lack of spare capacity on existing pipelines, inadequate storage...

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...