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 March...

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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 these were...

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. The decade...

A Value Approach to Investing in Private Assets


A Value Approach to Investing in Private Assets

When you walk through the front doors of our office you will notice a cartoon that has hung on our wall since Bill Wheeler & Murray Leith founded the company in 1982. The...

VIDEO: Building Wealth with Leith Wheeler: Investment Basics


VIDEO: Building Wealth with Leith Wheeler: Investment Basics

We recently hosted the first installment of our new "Building Wealth with Leith Wheeler" seminar series on Investment Basics, with Associate Portfolio Manager Tricia Wu and Portfolio Managers Victoria Gooderham and Dalyce Seitz...

Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting


Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting

Be wary of these investor biases By Jeffrey Steele In the following article, Leith Wheeler Portfolio Manager Cindy Huang speaks with journalist Jeffrey Steele about investor bias. It was first published as the...

Resources for Reconciliation - 2022


Resources for Reconciliation - 2022

We have uncovered some additional resources that you may wish to consider as you pause and reflect on Canada’s National Day of Truth and Reconciliation this Friday, September 30. As you can see...

Learning from past bear markets can take teeth out of current downturn


Learning from past bear markets can take teeth out of current downturn

The following article was written by Leith Wheeler VP & Portfolio Manager Leanne Scott and first published in CanadianFamilyOffices.com. It has been reprinted here with permission. You can read the original article and other thought...

Second-Level Thinking in Investing


Second-Level Thinking in Investing

Clients often ask us what the secret sauce is for beating the market. A lot of the time, the trick is getting out of our heads and ignoring the shouting voices of the...

YMCA of Vancouver, Leith Wheeler, & Tennis BC Help Refugees Settle, Prosper


YMCA of Vancouver, Leith Wheeler, & Tennis BC Help Refugees Settle, Prosper

When Waad Shurbaji flew into Vancouver International Airport in 2021, it was with fresh hope and fresh fears. She was arriving from Turkey, her home for eight years after fleeing the war in...

Leith Wheeler Explainer Series: How to Maximize Your RESP


Leith Wheeler Explainer Series: How to Maximize Your RESP

Registered Education Savings Plans (RESPs) are an excellent way to provide for the future of your child or grandchild’s post-secondary educational expenses. Not only do they create a discipline for saving, they also...

Not Your Average Investment Manager Summer Reading List


Not Your Average Investment Manager Summer Reading List

Summer’s here, which means BBQs, patios, airport lineups, and lots of time to catch up on reading! To help you decide what book to pack in your beach bag, we put the call...