On June 16, 2021, we hosted Leith Wheeler clients virtually for our Outlook 2021 event. You can view the video replay and the slides below. If you have any questions or would like...
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The following is a note our President & CEO, Jim Gilliland, sent out to the staff at Leith Wheeler today. We thought to share his comments here in the case that readers may...
Last month, both Canada and the US reported a rise in inflation of greater than 2% for the first time since the pandemic began. When combined with unprecedented fiscal policies around the world...
To say the pandemic created uncertainty for business owners – especially in the earliest days – is a big understatement. Restaurants, hotels, airlines, barber shops, auto repair garages and so many other providers...
On April 19, 2021 Chrystia Freeland, Canada’s Deputy Prime Minister and first female Finance Minister, presented the first federal budget in two years. The 2021 budget projects a deficit of over $350 billion...
I recently came across this Harvard Business Review article by Adam Brandenburger: “To Change the Way You Think, Challenge the Way You See”. In it, Brandenburger – who is a professor of Engineering...
In the latest instalment of our Institutional Investor Forum, we hosted clients virtually for a discussion focused on the role of fixed income in portfolios. With real yields in Canada well below than...
It’s December, which means that fund investors in taxable accounts will be turning their focus to upcoming distributions. To help decipher what that means in general – as well as for Leith Wheeler...
Say you’re new onto a foundation board and tasked with reviewing the investment portfolio. You’re knowledgeable about many topics – that’s why they recruited you! – but as it turns out, the capital...
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...
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...
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...
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...
