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...
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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...
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...
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...
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...
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...
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...
When it comes to efficient and effective giving, all donations are not created equal. At Leith Wheeler, we’ve been helping clients manage their giving campaigns since 1982 and we see several reasons why...
When the calendar flipped over September 30 of this year, one of our newer funds attained an important milestone: the three-year track record. We knew that performance has been “good” in the fund...
Consider this scenario: You’re an entrepreneur. You’ve spent the better part of your adult life building this “thing” that feels bigger to you than the product or service advertised on the box or...
(Ottawa, Ontario) October 3, 2019 — Community Foundations of Canada and Leith Wheeler Investment Counsel are teaming up on a new microgrants initiative to assist community foundations in hosting Vital Conversations. Starting in...
In her groundbreaking book, Quiet, corporate lawyer-turned-author Susan Cain did what no academic before or since, could: help the masses understand the nature and opportunity of introversion. The book went on to smash...
As interest rates began rising in late 2016, some investors, particularly taxable ones, began to increase their weight in preferred shares in place of traditional bonds. The thinking was perhaps that yield was...
