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...

The Benefits of Gifting Shares


The Benefits of Gifting Shares

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...

Leith Wheeler U.S. SMID Fund Top Decile Performer Over Inaugural 3 Years


Leith Wheeler U.S. SMID Fund Top Decile Performer Over Inaugural 3 Years

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...

Do’s and Don’ts When Selling Your Business


Do’s and Don’ts When Selling Your Business

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...

Investing in our Communities: CFC and Leith Wheeler Launch New Vital Signs Microgrants Program


Investing in our Communities: CFC and Leith Wheeler Launch New Vital Signs Microgrants Program

(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...

A Sheep in Wolf's Clothing: Susan Cain on the Power of Introversion


A Sheep in Wolf's Clothing: Susan Cain on the Power of Introversion

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...

Leith Wheeler Explainer Series: Preferred Shares


Leith Wheeler Explainer Series: Preferred Shares

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...

Never Unprepared: Leith Wheelerite Rides and Writes for Mental Health Association


Never Unprepared: Leith Wheelerite Rides and Writes for Mental Health Association

On a drizzly Vancouver morning last February, I sat down with my Leith Wheeler colleague, Cameron Johnston, to talk about his extraordinary feat. A tall, quiet fellow with an easy smile, Cameron gives...

Investing in our Communities: St. Paul's Hospital Foundation


Investing in our Communities: St. Paul's Hospital Foundation

Senior management from Leith Wheeler joined leadership of the St. Paul’s Foundation yesterday to unveil a plaque celebrating the firm’s commitment as a Founding Campaign Partner to the new St. Paul’s Hospital. The...