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...

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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...

On the Coronavirus and Rocky Markets


On the Coronavirus and Rocky Markets

By the time the Toronto Stock Exchange powered down this past Friday, the S&P/TSX Composite had shed over seven percent of its value on the week and its US cousin, the S&P 500...

Our Response to the Coronavirus


Our Response to the Coronavirus

Given the wide reporting on the potential risk posed by the spread of the Wuhan Coronavirus, we decided to outline how we at Leith Wheeler are preparing for any potential impacts it may...

Leith Wheeler Explainer Series: TFSAs


Leith Wheeler Explainer Series: TFSAs

In managing portfolios for our clients, we can control a few levers to maximize the net returns they experience. We work hard to generate superior returns, of course, but additionally we trade carefully...

Leith Wheeler Explainer Series: ‘Tis the Season for Capital Gains Distributions


Leith Wheeler Explainer Series: ‘Tis the Season for Capital Gains Distributions

As capital gains distributions will be occurring this week, we thought it was a good time to revisit our refresher on how these distributions work. Anatomy of a distribution Funds have two sources...