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...
With interest rates at record low levels, investors ranging from long-term investment funds (Pension Plans & Endowments) to individuals planning for retirement are facing a number of unique challenges. So what drives market...
As the RRSP deadline of March 2 approaches, many investors are reviewing their portfolios and strategies, but with the Tax Free Savings Account (TFSA), investors have another place to put their funds. In...
In the spring of 2014, the feeling among investors was that crude oil prices would average $101 per barrel over the next year and $103 per barrel over the next 2 years. Fast...
