Leith Wheeler portfolio manager Andrew Hoffman will be headed to Saskatoon September 11 to take part in the 14th annual Aboriginal Trust and Investment Workshop. The two-day conference is widely attended by Indigenous...
In the lead-up to the now-(in)famous G7 Summit in Charlevoix, Quebec, many global finance leaders – including Canadian federal Finance Minister Bill Morneau, IMF Managing Director Christine Lagarde, and World Bank CEO Kristalina...
Market cycles end when the collective delusion of risklessness disappears. Protracted periods of gently rising markets and low volatility encourages investors into believing that the low-risk environment is permanent (“It’s different this time”)...
We are excited to announce we have added three new funds to our direct (B-series) and third party-advised (F-series) platforms: Leith Wheeler Short Term Income Fund (Series B, F): A good alternative to...
It’s particularly busy around the halls of Leith Wheeler each February as our clients scramble to beat the RRSP contribution deadline, this year on March 1, 2018. During the frenzy, we are glad...
We are excited to announce that we have done a refresh of our website! We think the look and feel is lighter and more user-friendly, showcases the depth and breadth of both our...
You may have seen the announcement this week that Edinburgh Partners has agreed to be acquired by Franklin Resources, Inc., the parent of Franklin Templeton Investments. Edinburgh Partners has been a strategic partner...
Mike Wallberg, CFA Vice President, Marketing & Communications The estimated 2017 capital gains distributions for funds are in and we see good news this year for our clients: some funds are not...
The U.S. protectionist and America-first mentality have undoubtedly been re-invigorated by Donald Trump’s election. The Softwood Lumber Agreement (SLA) between Canada and the U.S. is being renegotiated and Trump continues to threaten to...
Canadian securities regulators designed Phase 2 of the Client Relationship Model (CRM2) to ensure investors receive clear and complete disclosure of the performance of their investments and fees associated with their accounts. One...
Canada was not in recession in early 2015, and never has been without a U.S. recession. Indicators of a U.S. recession are rising, namely yield curve flattening and tightening lending standards... ...but these...
As we approach the end of 2015, investors should be aware of things they can do with their portfolios to minimize their 2015 taxes. Here are five strategies to ease the burden...
