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...

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Leith Wheeler Certified as Living Wage Employer


Leith Wheeler Certified as Living Wage Employer

First Financial Services Company to Do So in Each of BC, Alberta, & Ontario VANCOUVER, CALGARY, and TORONTO, May 11th, 2022 – Leith Wheeler Investment Counsel (“Leith Wheeler”) is pleased to announce the...

Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1


Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1

The following is a guest post by Jeff Brockman, CPA CA, Partner at Fruitman Kates LLP Chartered Professional Accountants.  In the summer of 2020, I contributed to Leith Wheeler’s Planning Matters client newsletter...

VIDEO: Leith Wheeler Outlook 2022


VIDEO: Leith Wheeler Outlook 2022

We recently hosted our annual Outlook event for Leith Wheeler clients, at which Portfolio Manager Cindy Huang interviewed our President, CEO & Head of Fixed Income, Jim Gilliland, our Head of Global Equities, Virginia...

An Update on Russia-Ukraine


An Update on Russia-Ukraine

We recently wrote to our clients to reflect our current thinking in regard to the Russia-Ukraine conflict and thought it might benefit those who hold our funds through intermediaries, so we have excerpted...

Leith Wheeler Explainer Series: NFTs


Leith Wheeler Explainer Series: NFTs

When returns have been strong and hordes of cash are chasing fewer and fewer investment opportunities, it is common to see more esoteric options emerge. In the late ’90s it was a smorgasbord...

Triggering Capital Gains: Should I Choose to Pay Taxes Today?


Triggering Capital Gains: Should I Choose to Pay Taxes Today?

The following is a guest post by Lyndon Braun, CPA, CA, Tax Partner at Manning Elliott LLP.  Anyone who tells you they know with any certainty where Canada’s tax policy is going to...

VIDEO: Institutional Investor Forum | O Canada! Is Home Country Bias Good Investment Policy?


VIDEO: Institutional Investor Forum | O Canada! Is Home Country Bias Good Investment Policy?

On December 9, 2021, we hosted Leith Wheeler clients virtually for our 2021 Institutional Investor Forum: O Canada! Is Home Country Bias Good Investment Policy? event. You can view the video replay and...

Leith Wheeler’s Calgary Office Marks 10 Years of Growth


Leith Wheeler’s Calgary Office Marks 10 Years of Growth

This year marks the 10-year anniversary of the opening of Leith Wheeler’s Calgary office so we thought it would be fun to check in with the team and reflect on what’s changed over...

Resources for Reconciliation


Resources for Reconciliation

In preparing to mark the inaugural National Day of Truth and Reconciliation on September 30, the team at Leith Wheeler has compiled some resources intended to help us better understand Canada's colonial history. We...

Lifting the Fog on ESG


Lifting the Fog on ESG

Over the last 15 years, responsible investing has grown dramatically in size and scope, with signatories to the Principles for Responsible Investing (PRI) surging past 3,000 and representing over US$100 trillion in assets under management...

A look inward: Are your own instincts sabotaging your investing?


A look inward: Are your own instincts sabotaging your investing?

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...

From Strength to Strength: Tennis BC Succeeds in Staging the 89th Annual Leith Wheeler Stanley Park Open


From Strength to Strength: Tennis BC Succeeds in Staging the 89th Annual Leith Wheeler Stanley Park Open

Talk about a gametime decision. As with nearly all elements of daily life, the 2020 Leith Wheeler Stanley Park Open (LW SPO) was a casualty of COVID but Tennis BC CEO Mark Roberts...