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...

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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...

Regulatory Extension of Disclosure Filing Deadlines


Regulatory Extension of Disclosure Filing Deadlines

Given the disruptions caused by the COVID-19 coronavirus pandemic, the BC Securities Commission has granted extensions to the filing deadlines for mandated disclosures by BC-based money managers like Leith Wheeler. We’ve listed the...

Client Advisory: Custodians’ Suspension of Handling of Physical Cheques


Client Advisory: Custodians’ Suspension of Handling of Physical Cheques

Supporting the guidance from our government, Leith Wheeler staff across Canada have been working effectively on a remote basis since last week. While our offices themselves remain accessible, we continue to conduct business...

Market Update: March 20, 2020


Market Update: March 20, 2020

Who would have imagined, three short months ago, that our day-to-day lives could change so dramatically? We’ve gone from a world where the economy was humming and we were freely travelling, going to...

Client Advisory: Notice of Remote Work


Client Advisory: Notice of Remote Work

Given recent updates from the Canadian government and recommendations to contain the spread of the COVID-19 coronavirus, we have taken the step of asking our staff to work remotely where possible. Leith Wheeler...

Vital Conversations Powered by Leith Wheeler


Vital Conversations Powered by Leith Wheeler

Inspired by the value that Vital Conversations are bringing to communities across the country, Leith Wheeler is excited to announce we will be providing $10,000 in both 2020 and 2021 to support Vital...