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...

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...