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Name: Leith Wheeler Investment Counsel Ltd.
Address: 400 Burrard St., Vancouver, British Columbia, V6C 3A6, Canada
Telephone: 6046833391
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Insights

Are investors setting themselves up for disappointment?
The low level of interest rates helped drive a significant amount of investor interest in income funds and fixed income investments. However, as improved signs from the economy point to an environment of...
Insights

Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates
Given the low yields available on fixed-income investments today and the volatile equity market conditions experienced over the past several years, many investors are looking for options that provide stable income necessary to...
Insights

Greece
In the last few weeks there have been a lot of headlines about Greece, full of sensational statements like “FTSE 100 drops as Greek debt crisis triggers global rout”. So what exactly is...
Insights

Market Update - August 9, 2011
The media has recently been reporting countless reasons why we should be fearful of another global recession and concerned about our investments. We wanted to take a moment to put the current concerns...
Insights

IRS Voluntary Disclosure Deadline - August 31, 2011
As you may recall from our Planning Matters presentation last November with Will Todd of Davis LLP, the Internal Revenue Service (IRS) in the U.S. has increased their efforts towards gathering financial information...
Insights

Do the recent events at Dexia have any impact on how they safekeep assets in Canada?
This week, Dexia SA, the Belgian bank, made headline news over its need for a government bailout as a result of its weakened financial state. Dexia SA, the bank, should not be confused...
Insights

Market Update - Q3 2011
Financial market performance in the third quarter was dominated by slowing global economic growth. Market volatility was driven by concerns of financial contagion in Europe, slowing growth in emerging markets and political mismanagement...
Insights

U.S. Estate Tax Exposure for Canadians
Death and taxes are two certain things in life. But did you know that even if you are a Canadian citizen and a resident of Canada, you may be subject to U.S. estate...
Insights

Year-End Tax Planning
Making a List & Checking it Twice The month of December brings on challenges for procrastinators in a race to ensure the last deadlines of the year are met. To help alleviate some...
Insights

Are Financial Markets Broken?
As 2011 comes to a close, investors continue to be bombarded by daily news of economic and political problems. In the U.S., housing prices remain depressed, the unemployment rate remains stubbornly high, and...
Insights

Beware of the Yield
What would you say to a fund yielding 9.0% with highly tax-efficient distributions? Sound appealing? It’s available, but it also comes with risks we fear some investors are overlooking. Everyone wants yield. We...
Insights

Pension Income Credit
Clients between the ages of 65 and 71 years old who are not presently receiving pension income, may wish to consider taking income from their registered plans to take advantage of the Pension...
Insights

ETFs: Pros, Cons and Misconceptions
One significant change recently on the investing landscape has been the introduction and proliferation of Exchange Traded Funds (ETFs) - also known as passive investing or index investing. An ETF (in its purest...
Insights

Making Your Bonds Work Harder
Recent global stock-market and economic turmoil have highlighted bonds as a safe haven for investors, but this enthusiasm has also contributed to historically low interest rates. As increasing demand pushes the price of...
Insights

Back to Basics: Searching for Safety?
When there is uncertainty or volatility in the markets, the natural tendency is to try to protect your capital. The pain of a bad equity market is much worse and lasts longer than...
Insights

High Frequency Trading: The Need for Speed!
You have probably heard of High Frequency Trading (HFT) in the media. It has become prevalent in our financial markets today, with some estimates suggesting that HFT makes up to 70% of the...
Insights

Housing Bubble?
Thomas Holloway, CFA Fixed Income Analyst In the 1964 Bond movie Goldfinger, “M” asks the hero: “What do you know about gold?” Bond replies with a wry smile, “I know it when...
Insights

What is Book Value?
Book Value (also known as Adjusted Cost Base or ACB) is a concept that is often confusing to investors. It is used in calculating the capital gain or loss resulting from the sale...
Insights

The Impact of Fees on Investment Performance
Fees matter. In a good market investors have a tendency to ignore them and in challenging markets they are scrutinized, but in the end no matter what type of market we are in...
Insights

The Long Term Benefits of Active Investment Management
As a follow up to the piece we published last year titled, ETFs: Pros, Cons and Misconceptions, which compared ETFs to actively managed mutual funds we would like to highlight the article How...
Insights

Natural Gas - Investment Opportunity or Value Trap?
Supply and demand forces in the North American natural gas market have undergone significant changes in the past couple of years. The introduction of technological innovations, like horizontal drilling and multistage hydraulic fracturing...
Insights

Retirement Planning: Time to Rethink Old Formulas
When it comes to investing, the traditional asset-allocation rule goes something like this: Start with 100. Subtract your age. That’s the percentage of your portfolio that should be invested in stocks. The balance...
Insights

Estate Planning: Is a Trust a Must?
Some recent high-profile divorce and estate cases among the ultra-rich, such as Vancouver’s Aquilini family or the Wal-Mart heirs in the U.S., could lead a person to believe that trusts are a powerful...
Insights

The Impact of Rising Interest Rates
With the recent rise in interest rates, investors are becoming concerned about a number of things — in particular, the bond portion of their portfolios. That’s because bond prices have an inverse relationship...
Insights

No One's Exempt From the U.S. Tax Man
Brad Chapman, LLBManager of Legal/Compliance September means back to school and work after summers spent at the beach and on sun-soaked vacations. Amid the ramp-up in activity, investors often use this time of...
Insights

Keeping a Cool Head in Volatile Markets
Capital markets can be fairly quiet in the summer, when many investors go on vacation and take breaks from their portfolios. This hasn’t been the case this year, however, as equity markets around...
Insights

Investing in Bonds in Today's Market
Interest rates have been at historic lows for the past several years, in part due to the U.S. government’s bond-buying program designed to support the economy. Since U.S. Federal Reserve Chairman Ben Bernanke...
Insights

Selecting an Investment Manager
What the brochures and emails don’t include are the answers to the hard questions every investor should ask when deciding who will manage their investments. It’s up to investors to educate themselves to...
Insights

Gold, the Safe-Haven Precious Metal, Begins to Lose its Lustre
In recent months, one of the big stories in capital markets has undoubtedly been how gold is losing its lustre. Just look at the 35-per-cent collapse in the S&P/TSX Gold Index year-to-date. What...
Insights

Look Southward to Diversify Your Portfolio
Earlier this month, the Dow Jones Industrial average touched record highs, propelled by strong U.S. job-creation figures. That’s great news for investors whose portfolios contain plenty of U.S. equities. North of the border...
Insights

Feds Target Tax Shelters
The recent federal budget has been referred to as “tight fisted” by some commentators because it contains the ”smallest increase in discretionary spending in nearly 20 years,” as Finance Minister Jim Flaherty put...
Insights

Emerging Markets Offer Risk, but Also Reward for Investors
Emerging markets are often touted in investment circles and the business media. Yet many investors are unsure of how to invest in emerging markets, or even whether they should. These markets are alluring...
Insights

RRSP ABCs: Tips for Investing
It’s RRSP season and investors are bombarded with advertisements urging them to make their contributions to all kinds of investments. The choices can be overwhelming, particularly with volatility and global debt problems affecting...
Insights

Outlook for a Prosperous 2014
Jim Gilliland, CFA President & CEO, Head of Fixed Income The past year has been marked by record high stock-market performances and signs of cautious growth in some of the world’s economies...
Insights

New Rules that Might Affect Your Investments in 2014
A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or tax and...
Insights

Six RRSP Traps to Avoid
It’s that time of year again when many investors look at their portfolios and make their annual RRSP contributions. The variety of investment options can be stressful and confusing, causing some investors to...
Insights

Tax Tips: New CRA Requirements
You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March is here...
Insights

The Good and Bad of High-frequency Trading
Since the publication of Michael Lewis’s new book, Flash Boys, a startling amount of attention has been given to the practice of high-frequency trading. HFT is a nuanced and highly complex part of...
Insights

Four Ways to Protect Yourself from Another Market Crash
Six years ago this month, the venerable, 158-year-old investment banker Lehman Brothers collapsed and the world was plunged into the worst financial crisis since the Great Depression. As the sixth anniversary of the...
Insights

Why The Bank Of Canada Will Raise Rates Later And Slower Than The Fed
- Our interest rate outlook implies that the Bank of Canada will normalize monetary policy both later and more slowly than the US Federal Reserve. - We expect the US Federal Reserve to...
Insights

The Oil Conundrum
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...
Insights

How to Make an RRSP Decision that's Right for Your Age
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...
Insights

What Drives Interest Rates?
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...
Insights

Five Year-End Tax Planning Strategies
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...
Insights

Assessing the Risks of a Recession
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...
Insights

What’s the Difference Between a Time-Weighted Rate of Return and a Money-Weighted Rate of Return?
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...
Insights

Softwood Lumber Dispute in Context
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...
Individual Funds

Canadian Dividend Fund
To provide investors with a source of monthly income, with some potential for long-term growth through capital appreciation and growth in dividends.
Individual Funds

Corporate Advantage Fund
To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high yield bonds, loans, convertible debt and guaranteed mortgages).
Individual Funds

Balanced Fund
The Fund seeks to provide a relatively stable, above-average long-term rate of return, through a balanced portfolio of equities and fixed income securities. We will not change the fundamental investment objectives of the...
Advisor Funds

Canadian Dividend Fund
To provide investors with a source of monthly income, with some potential for long-term growth through capital appreciation and growth in dividends.
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F-Series Suite Of Funds
Advisor Funds

Corporate Advantage Fund
To provide a relatively stable source of monthly income. The Fund will invest in fixed income securities (including corporate bonds, preferred shares, high yield bonds, loans, convertible debt and guaranteed mortgages).
Advisor Funds

Balanced Fund
The Fund seeks to provide a relatively stable, above-average long-term rate of return, through a balanced portfolio of equities and fixed income securities. We will not change the fundamental investment objectives of the...
Staff Bios

Michael Job
Michael joined Leith Wheeler in September 2007 and is responsible for managing both private and institutional clients. He is a member of the Executive Committee and is responsible for the firm’s national Indigenous...
Staff Bios

Michael Schaab
Mike leads the firm's national Foundations practice and co-leads our Private Asset investment strategies. Before joining Leith Wheeler in 2011, he spent eight years as an investment partner at a Vancouver-based investment management...
Staff Bios

Ryan Goulding
Ryan joined Leith Wheeler in 2016 after spending five years at Philips, Hager and North (PH&N) in active bond management while also managing the top-performing Inflation-linked Bond Fund. Prior to asset management, Ryan...
Staff Bios

Colin Boese
Colin joined Leith Wheeler’s Fixed Income team in 2016 as a high yield credit analyst and trader. He holds a Bachelor of Commerce degree (Honours) in Finance from the University of British Columbia...
Staff Bios

Lisa Meger
Lisa joined Leith Wheeler in December 2008 after graduating from Simon Fraser University with a Bachelor of Business Administration degree (Finance). She is a Chartered Financial Analyst (CFA®) charterholder and has spent her...
Staff Bios

Jerry Koonar
Based in Calgary, Jerry joined Leith Wheeler in June 2011 to expand the practice in Alberta. He is responsible for providing investment management services for private clients and charitable foundations. Jerry's career spans...
Staff Bios

Greg Chant
Greg joined Leith Wheeler in August 2011 in the Calgary office. He started in the investment industry in 2001 after graduating with a Bachelor of Commerce degree from the University of Calgary with...
Staff Bios

Bob Lau
Bob joined Leith Wheeler in 2000, initially managing the mutual fund team before becoming the Head of Equity Trading in 2007. He graduated from the University of British Columbia with a Bachelor of...
Staff Bios

Marco Tang
Marco joined Leith Wheeler in 2014, focusing on Real Estate, Telecoms, Diversified Consumer & Industrial stocks, and Diversified Financials. He earned a Bachelor of Business Administration with honours in 2014 from Simon Fraser...
Staff Bios

Leanne Scott
Leanne manages discretionary investment portfolios for both private client and charitable foundation accounts. She has over 20 years of investment industry experience in Vancouver and London, England. Leanne earned her Bachelor of Arts...
Staff Bios

Mike Baker
Mike joined Leith Wheeler in 2016, bringing over 20 years of experience as a trusted advisor to wealthy families and not-for-profit clients. Prior to joining the firm, he spent a decade with the...
Staff Bios

Andrew Hoffman
Andrew joined Leith Wheeler in January 2007 after a 14-year tenure with TD Bank. He is responsible for the discretionary management of both private and institutional clients. Andrew holds a degree in economics...
Staff Bios

Nick Szucs
Nick joined Leith Wheeler in June 2011 after spending four years in London, England, working as a Portfolio Manager at Brevan Howard Asset Management and as an Investment Analyst at Sofaer Capital, where...
Staff Bios

Eric Lam
With a career in the investment industry dating back to 1993, Eric joined Leith Wheeler in January 2009 from TD Bank, where he spent the previous decade trading a proprietary bank portfolio of...
Staff Bios

Jonathon Palfrey
Jon joined Leith Wheeler in November 1996 following six years in real estate finance in Vancouver. Since then, he has helped build a large practice of private clients and their families along with...
Staff Bios

Richard Liley
Richard joined Leith Wheeler in 2000 after six years with the securities divisions of two chartered banks. He specializes in Canadian banks, Information Technology, Consumer Discretionary, and Industrial companies. Richard graduated from the...
Staff Bios

Jim Gilliland
Jim joined Leith Wheeler in 2009. In addition to his roles as the firm's President & CEO and Head of Fixed Income, he chairs the firm's Executive and Portfolio Review Committees and sits...
Staff Bios

Dave Jiles
Dave is an analyst and portfolio manager responsible for Canadian equities and a member of the company's Board of Directors. He joined Leith Wheeler in 1994 as a Canadian research equity analyst, coming...
Staff Bios

Stephanie Hickmott
Stephanie joined Leith Wheeler’s Toronto office in 2016, bringing over 20 years of experience in the financial industry. At the firm, she works with private clients, foundations, and family offices. Stephanie's previous roles...
Staff Bios

James Dungate
James joined Leith Wheeler in June 2015, where he develops and provides ongoing servicing support for our retail markets business. With over 20 years of diverse experience in the investment management field, James...
Staff Bios

Daren Atkinson
Daren joined Leith Wheeler in December 2001 from the Canadian Imperial Bank of Commerce. He graduated from Simon Fraser University with a Bachelors Degree in Finance. Daren manages portfolios for Indigenous, pension, corporate...
Staff Bios

Perry Teperson
Perry joined Leith Wheeler in 2004 after a 13-year tenure as an actuary and investment consultant. He began his career with a life insurance company as a product development actuary and later led...
Staff Bios

Mike Wallberg
Mike joined Leith Wheeler in 2017. He is responsible for heading up the Marketing team, which manages the firm's thought leadership, social media, sponsorships, media relations, and digital initiatives. He graduated with a...
Staff Bios

Alexei Konopkine
Alexei is a fixed income portfolio manager and a member of the fixed income credit team at Leith Wheeler, focusing on consumer, industrial, and preferred share markets in Canada and the US. He...
Staff Bios

Dhruv Mallick
Dhruv is Head of the Credit team and portfolio manager for core plus strategies. He joined Leith Wheeler in January 2015 as a credit analyst, focusing on both investment grade and high yield...
Staff Bios

Kirsten Nelms
Kirsten joined Leith Wheeler in May of 2014 where she is responsible for managing discretionary investment portfolios for private clients and foundations. She plays an active role in various initiatives, co-chairing the annual...
Staff Bios

Tamsin Wilding
Tamsin joined Leith Wheeler's Fixed Income team in March 2016. Prior to joining Leith Wheeler, she worked in global markets for five years in both institutional fixed income sales and credit trading roles...
Staff Bios

Cecilia Wong
Cecilia joined Leith Wheeler in 1995 following seven years at Price Waterhouse Chartered Accountants where she served as an audit manager in their Audit and Assurance practice. As the firm’s Chief Financial Officer...
Staff Bios

Marc Williams
Marc joined Leith Wheeler in October 2015, bringing over 20 years of experience in the pension and institutional investment industry. His career includes roles as an Actuary and Investment Consultant at a large...
Staff Bios

Tricia Wu
Tricia joined Leith Wheeler in 2016 and manages discretionary investment portfolios for Private Clients and Not-For-Profit organizations. Prior to joining Leith Wheeler, she spent six years working in treasury, pensions, corporate finance, and...
Staff Bios

Sean Greenhalgh
Sean joined Leith Wheeler's Fixed Income team in July 2015 after three years in Fixed Income Sales & Trading at RBC Capital Markets in Toronto and Vancouver. At Leith Wheeler, Sean manages the...
Staff Bios

Cindy Huang
Cindy joined Leith Wheeler in February 2012 and is responsible for managing discretionary investment portfolios for private clients and foundations. Before joining the Private Client team, she spent several years working with consultants...
Staff Bios

Catherine Heath
Catherine joined Leith Wheeler in 2000 on the fixed income desk, where she was responsible for strategy, trading, and analysis of fixed income portfolios for both institutional and private clients. Later in her...
Career

Careers Overview
Individual Funds

Canadian Equity Fund
The Fund seeks to provide above-average long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity-related securities issued by Canadian companies. Under normal circumstances the Fund will...
Individual Funds

U.S. Equity Fund
The Fund seeks to provide above-average long-term investment returns by investing primarily in equity and equity-related securities issued by U.S. companies. We will not change the fundamental investment objectives of the Fund without...
Individual Funds

U.S. Dividend Fund
To provide investors with a source of monthly income in US dollars, with the potential for long-term growth through capital appreciation and growth in dividends by investing primarily in common shares, convertible debentures...
Individual Funds

U.S. Small/Mid-Cap Equity Fund
To provide superior long-term investment returns by investing primarily in a broad range of small and mid-capitalization US companies. The Fund is not restricted by industry sector or size, although portfolio diversification is...
Individual Funds

International Equity Plus Fund
The Fund seeks to provide above-average long-term investment returns by primarily investing in equity and equity-related securities issued by companies in international markets, including developed, emerging and frontier markets generally outside of North...
Individual Funds

Money Market Fund
To provide an improved rate of return for short-term investments, while preserving the value of the investment.
Individual Funds

Core Bond Fund
To provide a stable and attractive total return through investment in fixed income securities. The primary return objective is to achieve, over moving four-year periods, the annualized total return of the FTSE Canada...
Individual Funds

High Yield Bond Fund
To provide investors with a high level of income and the opportunity for capital appreciation by investing in a portfolio of primarily high-yielding fixed income securities issued by US, Canadian and international corporations.
Individual Funds

Income Advantage Fund
To provide investors with a relatively stable source of tax efficient monthly income, with some potential for long-term growth through capital appreciation and growth in dividends. The Fund derives its income from its...
Advisor Funds

US Small/Mid-Cap Equity Fund
To provide superior long-term investment returns by investing primarily in a broad range of small and mid-capitalization US companies. The Fund is not restricted by industry sector or size, although portfolio diversification is...
Advisor Funds

International Equity Plus Fund
The Fund seeks to provide above-average long-term investment returns by primarily investing in equity and equity-related securities issued by companies in international markets, including developed, emerging and frontier markets generally outside of North...
Advisor Funds

High Yield Bond Fund (CAD Hedged)
To provide investors with a high level of income and the opportunity for capital appreciation by investing in a portfolio of primarily high-yielding fixed income securities issued by US, Canadian and international corporations.
Advisor Funds

Income Advantage Fund
To provide investors with a relatively stable source of tax efficient monthly income, with some potential for long-term growth through capital appreciation and growth in dividends. The Fund derives its income from its...
Individual Funds

High Yield Bond Fund (CAD Hedged)
To provide investors with a high level of income and the opportunity for capital appreciation by investing in a portfolio of primarily high-yielding fixed income securities issued by US, Canadian and international corporations.
Pages

Funds history
Pages

In The Community
Forms & Documents

Forms & Documents
News

Small Packages With Good Track Records | The Globe and Mail
News

A Rebalancing Act For Wary Investors | The Globe and Mail
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The Right Balance: Low Fees, High Returns | The Globe and Mail
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Low Fees, High Performance: These Funds Deliver Both | The Globe and Mail
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Enbridge: Ride to Conquer Cancer
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A Free Checkup for Low-Cost Investors | The Globe and Mail
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Foreign Investors Seek Haven in Canada | The Globe and Mail
News

Fixed Income Manager Expects "Normalization" to Continue, but Headwinds Remain | Morningstar
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A Solid Return for ETFs - Even With Adviser Fees | The Globe and Mail
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Shaky Markets Could Use Support | Vancouver Sun
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Let's Stop Hiding The Cost of Mutual Fund Fees | The Globe and Mail
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The Brightest Spots in the Market Gloom | The Globe and Mail
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Asset Manager Leith Wheeler Opens in Calgary | The Globe and Mail
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Part One: Pension planning - Funding our golden years | Vancouver Sun
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Majority of Asset Managers Remain Bullish on Global Growth in 2012 | Business in Vancouver
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Anxiety Returns as Canadian Yields Drop with Bets for Hikes | The Globe and Mail
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A Hurdle for Cost-Conscious DIY Investors | The Globe and Mail
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Small/mid-cap stocks provide 'more fertile ground', manager says. | Morningstar
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Tight British Columbia Election Puts Energy Projects at Risk | Bloomberg
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Commission-Free Advice from Three Top Managers | Morningstar
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Growth, Not Yield, Drives Leith Wheeler's Dividend Strategy | Morningstar
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Three stocks Leith Wheeler's Leanne Scott has been buying amid the Trump storm | The Globe and Mail
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Monetary Policy and Interest Rate Outlook | Bloomberg
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What to Look For in Poloz's Bank of Canada Rate Decision Wednesday | Bloomberg
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Opinion: Emotional Investing a Great Way to Lose Money | Vancouver Sun
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Can Infrastructure Replace the Export-Led Recovery That Never Came? | The Globe and Mail
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Leith Wheeler Donates $20,000 to Charities Supporting Fort McMurray Disaster Response
News

UBC Sauder's New Faculty Advisory Board Chair | UBC Sauder
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Leith Wheeler Opens Toronto Office but CEO to Stay Based in Vancouver | Business in Vancouver
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What the Jitters in the Bond Market Mean for the Market as a Whole | Canadian Business
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Don't Panic, This is Not the 2008 Recession: Experts | CityNews1130
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Poloz Hands Baton to Trudeau on Promise of Deficit Spending | Bloomberg
News

Aftermath of Resource Rout will be Long and Painful: Poloz | The Globe and Mail
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Pessimism is overdone for financial stocks: Leith Wheeler | Morningstar
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How Investing in Emerging Markets is Getting More Complicated | Canadian Business
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Canadian Fund Managers See Opportunity Amid High Yield Bond Selloff | The Globe and Mail
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Students Tap Into Global Market Trends to Manage a $7.3 Million Endowment Fund | UBC Sauder
News

Leith Wheeler and Yukon College Announce a New Bursary Award for Yukon First Nations Students | Yukon College
News

Where does the risk come from in your portfolio? | Morningstar
News

Why the Economy could be the Conservatives' Toughest Opponent | The Globe and Mail
News

Bank of Canada Cuts Key Rate as Economy Contracts, Exports Stall | The Globe and Mail
News

Bank of Canada Slashes Overnight Rate Further, Downgrades Economic Forecast for Remainder of Year | Business in Vancouver
News

Bond Markets Take Bay Street for a Wild Ride | The Globe and Mail
News

Poloz Reiterates Bright Outlook as Bank of Canada Holds Key Rate | The Globe and Mail
News

Low Fee Mutual Funds for DIY Investors | MoneySense
News

A Tax Tool that's Not Just for Trust Fund Babies | The Globe and Mail
News

How to Reallocate Your Portfolio for 2015 | Canadian Business
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Why the Rate-Cut Bounce in TSX Dividend Stocks May Not Last | The Globe and Mail
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Canada will lag U.S. on interest-rate hikes, says Leith Wheeler's Ben Homsy | Morningstar
News

Building a Low-Fee Portfolio that Lasts | MoneySense
News

Structured Credit Products Making a Comeback despite Memory of ABCP Crisis | The Financial Post
News

Four Ways to Protect Yourself from Another Market Crash | BC Business
News

Top 3 Stock Picks from Leith Wheeler Investment Counsel's Bill Dye | Canadian Business
News

The Best Mindset for Investing in an IPO? Expect to Get Burned | The Globe and Mail
News

The Good and Bad of High-frequency Trading | BC Business
News

Tax Tips: New CRA Requirements | BC Business
News

4 Market Myths Dispelled | Advisor's Edge
News

Six RRSP Traps to Avoid | BC Business
News

Emerging Market Funds No Longer a Passport to Riches | The Globe and Mail
News

Top Money Sources Report: Stock Markets to Yield Modest Returns in 2014, say Economists | Business in Vancouver
News

New Rules that Might Affect Your Investments in 2014 | BC Business
News

Outlook for a Prosperous 2014 | BC Business
News

Retirement Planning: Time to Rethink Old Formulas | BC Business
News

Estate Planning: Is a Trust a Must? | BC Business
News

Q&A: Jim Gilliland on Preparing Your Bond Portfolio for Higher Interest Rates | The Globe and Mail
News

The Impact of Rising Interest Rates | Vancouver Sun
News

No One's Exempt From the U.S. Tax Man | BC Business
News

Keeping a Cool Head in Volatile Markets | BC Business
News

Investing in Bonds in Today's Market | BC Business
News

Selecting an Investment Manager | BC Business
News

Mutual Fund Fees can Hamper Investment Performance | Vancouver Sun
News

Why Some Canadian Investors are Shut Out of this Top-Rated Fund | Toronto Star
News

Gold, The Safe-Haven Precious Metal, Begins to Lose Its Lustre | Vancouver Sun
News

Look Southward to Diversify Your Portfolio | BC Business
News

Investing: Passive ETFs Provide Low-Cost Option | Vancouver Sun
News

Feds Target Tax Shelters | BC Business
News

Measuring Investments by the Book | BC Business
News

How to Diversify Your Fixed Income
News

Financial Planning Tips for 2013 | Vancouver Sun
News

RRSP ABCs: Tips for Investing | BC Business
News

Canadian Equity Funds That Zoomed Past Benchmarks | The Globe and Mail
News

Sit Tight Over U.S. Fiscal Cliff | MoneySense
News

PQ Victory Would Have Muted Impact in Market | The Globe and Mail
News

Opinion: Emerging Markets Offer Risk, but Also Reward for Investors | Vancouver Sun
News

Natural Gas: Investment Opportunity or Value Trap? | Vancouver Sun
News

The Rich Think Differently About Retirement, Too | The Globe and Mail
News

Leith Wheeler Manager Looks for Value in Out-of-Favour Stocks | Morningstar
Pages

Quiet Counsel
Pages

Planning Matters
Pages

F Series History
Pages

Thank You
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Insights

Edinburgh Partners Acquired by Franklin Resources
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...
Pages

Thank You
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Individual Funds

Multi Credit Fund
To achieve interest income, with the potential for some long-term capital growth, by investing primarily in corporate credit securities. The primary return objective is to deliver income and return in excess of the...
Advisor Funds

Multi Credit Fund
To achieve interest income, with the potential for some long-term capital growth, by investing primarily in corporate credit securities. The primary return objective is to deliver income and return in excess of the...
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Individual Funds

Emerging Markets Equity Fund
To provide superior long-term capital appreciation by investing primarily in equity securities in emerging and frontier markets. The Emerging Markets Equity Fund is sub-advised by Barrow, Hanley, Mewhinney & Strauss of Dallas, Texas.
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Leith Wheeler Launches New Website
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...
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The Retirement You Can Expect from Your Current RRSP Contribution Plan
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...
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Provinces Brush Off Turmoil as Companies Pass on Issuance | Bloomberg
News

Rate-Hike Fever Has Canadian Bond Managers Eyeing Short End | Bloomberg
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A worthy consideration for core fixed income exposure | Morningstar
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BIV's For the Record: Mike Wallberg Joins Leith Wheeler | Business in Vancouver
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Three Vancouver CPAs honoured with fellowship from CPABC | Market Wired
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Sector Watch: Dividend funds weather turbulence | Investment Executive
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Pages

Responsible Investment
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College student success and donors celebrated | Yukon College
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Individual Funds

Short Term Income Fund
To provide investors with an improved rate of return for short term investments, while preserving the value of their investment.
Advisor Funds

Carbon Constrained Canadian Equity Fund
To provide superior long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity related securities of Canadian issuers, while excluding companies with significant activity in the fossil...
Advisor Funds

Preferred Share Fund
To provide investors with income and the opportunity for long-term capital appreciation by investing primarily in a portfolio of Canadian preferred share securities.
Individual Funds

Carbon Constrained Canadian Equity Fund
To provide superior long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity related securities of Canadian issuers, while excluding companies with significant activity in the fossil...
Individual Funds

Preferred Share Fund
To provide investors with income and the opportunity for long-term capital appreciation by investing primarily in a portfolio of Canadian preferred share securities.
News

Nutrien sells stake in Chilean lithium producer for US$4.1-billion | The Globe and Mail
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Why U.S. dividend stocks make sense for Canadians | Morningstar
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Fixed-income investments call for patience | Investment Executive
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Leith Wheeler Launches Three New Funds
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...
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Momentum can be a fickle gift (aka “No, it’s never different this time”)
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”)...
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Insights

G7 Finance & Development Ministers Meetings 2018: A View from the Inside
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...
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Video: Ben Homsy on Interest Rate Outlook | BNN Bloomberg
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Insights

Upcoming Indigenous Education Workshops
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...
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Leith Wheeler High Yield Bond Fund Tops Canadian Charts Through Three Years
At Leith Wheeler, it’s not really in our nature to talk about ourselves so when we do something well, unless you’re a client reading your statement, you’re unlikely to hear about it. That...
Insights

CEO Jim Gilliland Speaks to UBC Viewpoints
When Jim Gilliland, Leith Wheeler's President, CEO, & Head of Fixed Income, gave an interview to UBC Viewpoints magazine last Fall, he knew something the interviewer did not. The focus of the issue...
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News

Canadian Bonds Join Rout, Poised to Underperform as Rates Jump | Bloomberg
News

Canada Bonds Join Global Sell-Off With Yields at 4-Year High | Bloomberg
News

Ontario going dark in bond market sets up slew of fall sales | The Globe and Mail
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Nevsun says Lundin’s $1.4-billion bid undervalues the company, but willing to talk | The Globe and Mail
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Leith Wheeler Supports CPAEF | CPA Education Foundation
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Chicken Little Spoiler Alert: The Sky is Not Falling (Forever)
Given the recent market volatility, we thought it was a good time to review the reasons to be thankful and not fearful during these times. Irrespective of the capital market you look at...
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US Mid Term Elections: Implications for Canadian Investors
Unlike with the 2016 US Presidential election, betting markets and election polls actually got the 2018 midterm election outcome correct. Democrats took the House of Representatives while Republicans retained (and, in fact, expanded)...
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As rates rise, dividend stocks could suffer | MoneySense
News

What the financial crisis taught five fund managers | MoneySense
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Ontario forecasts widest budget deficit in seven years, cuts spending | Reuters News
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Friend or Foe: What Does Artificial Intelligence Mean for the Private Client?
These days there’s no shortage of articles and white papers on how artificial intelligence (“AI”) is dynamically altering both our personal and work environments. From IBM’s Watson to Apple’s Siri and Amazon’s Alexa...
Insights

Leith Wheeler Receives Two 2018 Lipper Fund Awards
Leith Wheeler was honoured this month with Lipper Fund awards for two strategies we manage for our clients: Best Fund - Canadian Dividend & Income Equity (3 Years): Leith Wheeler Canadian Dividend Fund...
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News

50 top Canadian stock picks for 2019 as chosen by the pros | MoneySense
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Why financial bubbles burst | Morningstar
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Where Leith Wheeler portfolio manager Leanne Scott is seeing opportunities in these volatile market times | The Globe and Mail
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Leith Wheeler Income Advantage and Balanced Funds Receive FundGrade A+ Awards for 2018
Our investment teams were honoured this week to receive FundGrade A+ Awards for 2018 for both the Income Advantage Fund and Balanced Fund. For over 35 years, our investment philosophy has been defined...
Staff Bios

Gary Wong
Gary joined Leith Wheeler in 2017 and manages investment portfolios for a variety of Institutional clients. Prior to his time at Leith Wheeler, Gary worked for a boutique hedge fund that specializes in...
News

Why bond markets go up and down | Advisor's Edge
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As yields rise and prices fall, what's a bond investor to do? | Morningstar
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Why to choose fixed income as rate risk subsides | Advisor's Edge
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Leveraged Loans Are Better Value Than Junk Bonds, Investor Says | Bloomberg
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Leith Wheeler focuses on total returns, not just dividends | Morningstar
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Fund in Focus: Leith Wheeler Canadian Dividend Fund | Fund Library
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Staff Bios

Michelle Zuliani
Michelle joined Leith Wheeler’s fixed income team in 2019 as a credit analyst. She most recently held a similar role at HSBC Asset Management and previously worked at RBC Capital Markets in equity...
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The 10-year bull market: Even Warren Buffett couldn’t match the returns of Canada’s Big Five banks | The Globe and Mail
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Insights

Leith Wheeler Joins Forces with CFC in a New Three-year National Partnership
We are very excited to announce today a three-year national partnership with Community Foundations of Canada. Through the partnership, we will be helping support CFC's Vital Signs program, the most extensive community-driven data...
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Five things to see and do at Indigenous Awareness Week 2019 | U Calgary
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Canadian Bonds Due in More Than a Decade Yielding Less Than Cash | Bloomberg, The Financial Post
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Nola Joorisity Joins Leith Wheeler as External Advisor
Vancouver, British Columbia and Regina, Saskatchewan (April 3, 2019) We are pleased to announce that Nola Joorisity has joined Leith Wheeler as an External Advisor to our Board of Directors. Ms. Joorisity brings...
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Core Plus Bond Funds: What’s All The “Plus” About? | The Association of Canadian Pension Management
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EMs outperform Canadian markets | Morningstar
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Should institutional investors consider a balanced portfolio 2.0? | Canadian Investment Review
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Benefits & Pensions Monitor: LW on ESG, Short-Termism, Balanced Portfolios 2.0 | Benefits & Pensions Monitor
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Reflections on Value
I was fortunate to attend the Ben Graham Centre’s 2019 Value Investing Conference in Toronto this April for the first time and I was greatly impressed by the content and high-quality, deep-thinking speakers...
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What is Happening in Canadian Natural Gas?
To say the natural gas industry in Western Canada has been under pressure of late would be an understatement. A combination of increased production, lack of spare capacity on existing pipelines, inadequate storage...
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13th Annual Vancouver Cherry Blossom Festival | BC Magazine
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Partner Post | Stanley Park Open: Getting to Know Leith Wheeler
The following article appeared in Tennis BC's blog on May 31, 2019. Vancouver, BC – The Stanley Park Open was established in 1931 and has grown since then to become North America’s largest...
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Insights

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...
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3 Canadian dividend stocks [with Patrick Reddy] | Morningstar
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Career

Compliance Officer
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Alberta to keep bond sales on hold until the fall | BNN Bloomberg
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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...
Insights

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...
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Canadian yield curve inversion reaches its deepest since 2000 | Bloomberg & Toronto Star
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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...
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Make the most of your fixed income | Morningstar
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How the ultra-high-net-worth investor prepares for a recession | The Globe and Mail
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Bank of Canada holds rate, Oct cut unlikely | Morningstar
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Stelco shares tumble over 8% after scrapping debt offering | Reuters News, The Financial Post
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Largest High-Yield Bond Issue in Canada Rises in Trading Debut | Bloomberg
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Insights

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...
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Five costs that are killing your investment returns, and what to do about them | The Globe and Mail
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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...
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Tapping into First Nations’ economic growth requires great care | The Globe and Mail
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John Heinzl’s Investor Clinic: Four ways to cut your investing costs | The Globe and Mail
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Balanced fund smackdown: Old-guard mutual funds versus upstart ETFs | The Globe and Mail
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DIY investors: Make sure you avoid the mutual fund fee trap at online brokers | The Globe and Mail
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VIDEO: Implications of a minority government for the bond market | BNN Bloomberg
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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...
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B.C. business leaders discuss falling competitiveness and promoting diversity | Vancouver Sun
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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...
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PODCAST: Battling Short-Termism | Advisor's Edge Prospect (29:50)
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Canadian Public Sector Borrower Roundtable | RBC CM
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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...
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The best mutual fund companies you’ve never heard of | MoneySense
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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...
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Can active management pay for itself in fixed-income funds? | MoneySense
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Preparing your portfolio for after a spouse is gone | The Globe and Mail
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Detangling Financial and Investment Planning | Three60Wealth
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Are negative rates coming to Canada? | Canadian Investment Review
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VIDEO: Real Estate Can Be a True Diversifier | Morningstar
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VIDEO: A New Kind of Asset Allocation | Morningstar
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Chinese Landing Page

Chinese Landing Page
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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...
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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...
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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...
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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...
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Staff Bios

Dalyce Seitz
Dalyce joined Leith Wheeler in March 2020 after eight years with Scotiabank and Scotia Private Investment Counsel. She is responsible for the discretionary investment management of private client and charitable foundation portfolios. Dalyce...
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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...
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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...
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Looking Beyond the Storm: An Interview with Jim Gilliland
As the extraordinary first quarter of 2020 drew to a close, we sat down with Jim Gilliland, our President, CEO, & Head of Fixed Income, to get his views on bear markets, recessions...
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Managing fixed income liquidity issues caused by the coronavirus crash | Canadian Investment Review
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Averting a Depression and Your Cheques for Free
We’ve written at length of late about the crucial role that fiscal and monetary policy will play in helping the global economy recover, and avoid a repeat of the Great Depression. With the...
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What P/E can tell you about a stock, and what it can’t | MoneySense
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As Shopify soars, much of Bay Street misses the ride | The Globe and Mail
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Bank of Canada launches corporate bond purchase program | Canadian Investment Review
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John Ivison: First Nations success story threatened by COVID-19 lockdown needs a hand from Ottawa | National Post
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VIDEO: Outlook 2020 Recorded Presentation
On June 11, 2020 we moved our annual Client Outlook event online. The agenda for the event was as follows: Jim Gilliland – President, CEO & Head of Fixed Income: 2020 Reflection and...
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What does Canada’s AAA Downgrade Mean?
On June 24, the rating agency Fitch downgraded Canada’s long-term debt rating from AAA to AA+, citing a deterioration in government finances due to fiscal policy in response to the coronavirus pandemic. The...
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VIDEO: 'We're seeing good value in high yield bonds': Money manager | BNN Bloomberg
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Free Prior & Informed Consent: How Investors Can Do Their Homework
While there can be a lot of confusion surrounding environmental, social, and governance (ESG) focused investment by asset managers, these priorities have always been a part of our process at Leith Wheeler, whether...
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What does an increase in long-term government debt issuance mean for pension plans? | Canadian Investment Review
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VIDEO: Investing and Indigenous Rights | Morningstar
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Canada and China Grow Dividends in Q32020 | Morningstar
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How can I safely return to work during the pandemic? | CBC
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What Can We Learn from the Rio Tinto Disaster? | Morningstar
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Moody’s, BlackRock Seek Road Map From Trudeau for Canada’s Debt | Bloomberg
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The green shoots of Canada’s green bond market | Canadian Investment Review
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Battling Short-Termism in Investing | Int'l Foundation Plans & Trusts (p 25)
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VIDEO: Institutional Investors Forum | Is Value Dead?
On September 29, 2020, we hosted our first virtual Institutional Investor Forum for clients in which Institutional Portfolio Managers Perry Teperson and Lisa Meger addressed the question, “Is Value Dead?” We are pleased...
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Leith Wheeler: Investing in Women
Our job as an investment manager is to help our clients turn $1 into $2 or $3 (or more) over time. To achieve this, we need to see things differently from others –...
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Canada Bond Sales Face Ticking Clock as U.S. Election Nears | The Financial Post
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New rules for portfolio managers could redefine hiring practices at financial services firms | The Globe and Mail
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Insights

Building Wealth Through Market Crashes
In this article published in the current edition of the Journal of Aboriginal Management, Vice President & Portfolio Manager Michael Job provides insights about market drivers, long-term thinking, avoiding your innate biases, learning...
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Rob Carrick: Three reasons to consider buying mutual funds for your DIY investment account, and one big warning | The Globe and Mail
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Canada's Covid-19 Response Is to Spend Heavily and Ignore the Deficit — for Now | WSJ, Morningstar
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Insights

VIDEO: Investment Management from a Board Perspective
Say you’re new onto a foundation board and tasked with reviewing the investment portfolio. You’re knowledgeable about many topics – that’s why they recruited you! – but as it turns out, the capital...
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2020 Distributions
It’s December, which means that fund investors in taxable accounts will be turning their focus to upcoming distributions. To help decipher what that means in general – as well as for Leith Wheeler...
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VIDEO: Institutional Investors Forum | The Evolving Role of Fixed Income in a Low Rate Environment
In the latest instalment of our Institutional Investor Forum, we hosted clients virtually for a discussion focused on the role of fixed income in portfolios. With real yields in Canada well below than...
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Value taking centre stage in discussions around defined-contribution investment fees | Benefits Canada
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Money managers debate Bitcoin’s investment value | Business in Vancouver
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Is there a Biden business bump for B.C. investors? | Business in Vancouver
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What can we expect from fixed-income returns in 2021? | Canadian Investment Review
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Beware of conflicts when working with couples | Advisor's Edge
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Lenovo and Leith Wheeler gift laptops and internet packages to YukonU students | Yukon University
News

Defusing Inflation Fears | Special to Benefits & Pensions Monitor
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The two sides of the coal story (p 38-41) | CIM Magazine
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Hot 2020 investing trends unlikely to pan out in 2021 | Business in Vancouver
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Challenging the Way You See
I recently came across this Harvard Business Review article by Adam Brandenburger: “To Change the Way You Think, Challenge the Way You See”. In it, Brandenburger – who is a professor of Engineering...
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Implications of Budget 2021 for Our Private Clients
On April 19, 2021 Chrystia Freeland, Canada’s Deputy Prime Minister and first female Finance Minister, presented the first federal budget in two years. The 2021 budget projects a deficit of over $350 billion...
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Haiku Invitational - General
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Unsubsidized: How We Managed Through 2020
To say the pandemic created uncertainty for business owners – especially in the earliest days – is a big understatement. Restaurants, hotels, airlines, barber shops, auto repair garages and so many other providers...
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The Inflation Clash: Will it Stay or Will it Go?
Last month, both Canada and the US reported a rise in inflation of greater than 2% for the first time since the pandemic began. When combined with unprecedented fiscal policies around the world...
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How to tell when inflation will take a bite out of dividend stocks. Plus, are mutual funds still worth considering? | The Globe and Mail
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Cineplex Sells Blowout Bond Deal as Investors Bet on Recovery | The Financial Post
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Expert Panel: How should investors interpret the recent move up in interest rates? | Benefits Canada
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10 Well-Rated Sustainable Funds | Morningstar Canada
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How are we feeling? Canadians are worried, bored, stressed, lonely and sad | National Post
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CSR in the pandemic | The Philanthropist
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Recognition of the Missing Children of the Kamloops Indian Residential School
The following is a note our President & CEO, Jim Gilliland, sent out to the staff at Leith Wheeler today. We thought to share his comments here in the case that readers may...
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VIDEO: Leith Wheeler Outlook 2021
On June 16, 2021, we hosted Leith Wheeler clients virtually for our Outlook 2021 event. You can view the video replay and the slides below. If you have any questions or would like...
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Investors Can't Ignore ESG | Morningstar
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Air Canada Sells Record Loonie Junk Bond in Boosted Debt Deal | Financial Post
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What do successful investors have in common? They have a plan | Special to Canadian Family Offices
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What do successful investors have in common? They have a plan
The following article was written by Leith Wheeler VP & Portfolio Manager Leanne Scott and first published in CanadianFamilyOffices.com. It has been reprinted here with permission. You can read the original article and...
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From Strength to Strength: Tennis BC Succeeds in Staging the 89th Annual Leith Wheeler Stanley Park Open
Talk about a gametime decision. As with nearly all elements of daily life, the 2020 Leith Wheeler Stanley Park Open (LW SPO) was a casualty of COVID but Tennis BC CEO Mark Roberts...
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As ESG evolves, a 'more thoughtful' approach to investing emerges | The Globe and Mail
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A look inward: Are your own instincts sabotaging your investing? | Special to Canadian Family Offices
Insights

A look inward: Are your own instincts sabotaging your investing?
The following article was written by Leith Wheeler VP & Portfolio Manager Leanne Scott and first published in CanadianFamilyOffices.com. It has been reprinted here with permission. You can read the original article and...
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Lifting the Fog on ESG
Over the last 15 years, responsible investing has grown dramatically in size and scope, with signatories to the Principles for Responsible Investing (PRI) surging past 3,000 and representing over US$100 trillion in assets...
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What was the biggest lesson you learned during the pandemic? | Advisor's Edge
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What’s the most overlooked challenge clients face in retirement? | Advisor's Edge
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How to Find Low Carbon Funds? | Morningstar
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Leith Wheeler’s Calgary Office Marks 10 Years of Growth
This year marks the 10-year anniversary of the opening of Leith Wheeler’s Calgary office so we thought it would be fun to check in with the team and reflect on what’s changed over...
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JAM Highlight: Building Wealth Through Market Crashes | AFOA Canada
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Staff Bios

Jeff Daley
Jeff joined Leith Wheeler in July 2021, bringing over 11 years of US small/mid-cap equity experience. He began his career at Burgundy Asset Management in 2009 as an analyst and was most recently...
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Green Investing 101: Expert advice on what to do next | The Globe and Mail
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VIDEO: Institutional Investor Forum | O Canada! Is Home Country Bias Good Investment Policy?
On December 9, 2021, we hosted Leith Wheeler clients virtually for our 2021 Institutional Investor Forum: O Canada! Is Home Country Bias Good Investment Policy? event. You can view the video replay and...
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Triggering Capital Gains: Should I Choose to Pay Taxes Today?
The following is a guest post by Lyndon Braun, CPA, CA, Tax Partner at Manning Elliott LLP. Anyone who tells you they know with any certainty where Canada’s tax policy is going to...
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Highest Dividends in 2022? | Morningstar
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Staff Bios

Matt Cook
Matt joined Leith Wheeler in March 2020, following five years at Invesco Ltd. and TD Bank, where he worked in investment management, lending, and small business banking. At Leith Wheeler, Matt provides discretionary...
Staff Bios

Maggie Hofmann
Maggie joined Leith Wheeler in 2020 and works with institutional clients, including corporations, foundations, and multi-employer unions. Prior to joining the firm, she was an Associate at Jarislowsky Fraser, where she supported the...
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Victoria Gooderham
Victoria joined Leith Wheeler’s Toronto office in February 2022 where she is responsible for managing discretionary investment portfolios for both Private Clients and Foundations. Prior to joining Leith Wheeler, she spent seven years...
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Discount brokerages to start charging customers for mutual fund trades | The Globe and Mail
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Staff Bios

Virginia Au
Virginia joined Leith Wheeler in 2021, leading our global equity team. Bringing two decades of bottom-up global equity experience her expertise spans the entire market capitalization spectrum across various sectors, with a deep...
Staff Bios

Terry Chong
Terry joined Leith Wheeler in 2021, bringing over 25 years of global investment experience. He is part of the team managing a concentrated global equity strategy. Throughout his career, Terry has held various...
Staff Bios

Nader Ahmed
Nader joined Leith Wheeler in 2021, bringing 12 years of global long/short equity investing experience. He is part of the team managing a concentrated global equity strategy. Previously, Nader spent 12 years at...
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Leith Wheeler Explainer Series: NFTs
When returns have been strong and hordes of cash are chasing fewer and fewer investment opportunities, it is common to see more esoteric options emerge. In the late ’90s it was a smorgasbord...
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4 Ways of Charitable Giving | Special to Private Wealth Magazine
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Value is Back | Benefits & Pensions Monitor
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Career

Trade Operations Specialist
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VIDEO: Russia-Ukraine: What Should Canadian Investors Do? | Morningstar
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VIDEO: Canadian Investors and International Markets | Morningstar
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Canada's inaugural green bond issue seen attracting international buyers | Financial Post
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VIDEO: 3 International Stocks to Consider Right Now | Morningstar
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U.S. interest rates hold back loonie amid record oil prices | Business in Vancouver
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How your investments are taxed, and a few coping strategies | Special to Canadian Family Offices
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Ottawa reveals details of 1st 'green bond' sale | CBC
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Is this the greatest Canadian stock of all time? | The Globe and Mail
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How to screen for a money manager | Canadian Family Offices
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Insights

An Update on Russia-Ukraine
We recently wrote to our clients to reflect our current thinking in regard to the Russia-Ukraine conflict and thought it might benefit those who hold our funds through intermediaries, so we have excerpted...
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Community Foundations of Canada announcing a renewed partnership with Leith Wheeler Investment Counsel
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Tough questions to ask prospective money managers for a family office | Special to Canadian Family Offices
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When a client request raises red flags | Advisor's Edge Expert Series
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VIDEO: Leith Wheeler Outlook 2022
We recently hosted our annual Outlook event for Leith Wheeler clients, at which Portfolio Manager Cindy Huang interviewed our President, CEO & Head of Fixed Income, Jim Gilliland, our Head of Global Equities...
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Time to Call Your Accountant: CRA Doubling "Prescribed Rate" for Loans July 1
The following is a guest post by Jeff Brockman, CPA CA, Partner at Fruitman Kates LLP Chartered Professional Accountants. In the summer of 2020, I contributed to Leith Wheeler’s Planning Matters client newsletter...
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Leith Wheeler Certified as Living Wage Employer
First Financial Services Company to Do So in Each of BC, Alberta, & Ontario VANCOUVER, CALGARY, and TORONTO, May 11th, 2022 – Leith Wheeler Investment Counsel (“Leith Wheeler”) is pleased to announce the...
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Salima Remtulla: What it Takes to Be a Top 40 Honouree | Financial Post Magazine
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Not Your Average Investment Manager Summer Reading List
Summer’s here, which means BBQs, patios, airport lineups, and lots of time to catch up on reading! To help you decide what book to pack in your beach bag, we put the call...
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How income works in a low interest rate reality | Morningstar
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Leanne Scott Interview | The 90th Annual Leith Wheeler Stanley Park Open
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Leith Wheeler Explainer Series: How to Maximize Your RESP
Registered Education Savings Plans (RESPs) are an excellent way to provide for the future of your child or grandchild’s post-secondary educational expenses. Not only do they create a discipline for saving, they also...
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This Strategy Stays the Course | Morningstar
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YMCA of Vancouver, Leith Wheeler, & Tennis BC Help Refugees Settle, Prosper
When Waad Shurbaji flew into Vancouver International Airport in 2021, it was with fresh hope and fresh fears. She was arriving from Turkey, her home for eight years after fleeing the war in...
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Wealthy clients can benefit from blue-chip stocks and five-year GICs | Investment Executive
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Canada Banks Issue Flurry of Bonds as Stagflation Fears Mount | BNN Bloomberg
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The Leith Wheeler Stanley Park Open Returns | CTV
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SPP adding two fund managers to diversify balanced fund portfolio | Benefits Canada
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"Middle class" priced out of local housing options according to new report | The Post
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Choosing One Of Your Adult Children As Your RRSP/RRIF/TFSA Beneficiary? Think-And Act-Carefully | Mondaq (republished)
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Sovereign wealth lessons from an isolated Cree nation | Euromoney
Insights

Second-Level Thinking in Investing
Clients often ask us what the secret sauce is for beating the market. A lot of the time, the trick is getting out of our heads and ignoring the shouting voices of the...
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ESG backlash weighs on sustainable investing in Canada | The Globe and Mail
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Staff Bios

Shannon Sheppard
Shannon joined Leith Wheeler in 2022 as an Associate on the private client and foundations team. Prior to joining the firm, she served as an Associate with Mawer Investment Management's private client group...
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News

Expert panel: Weighing the benefits, pitfalls of investing in Canadian equity | Canadian Investment Review
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Staff Bios

Prabjot Sidhu
Prab joined Leith Wheeler in September 2022 as a Canadian Equities Research Associate after interning with the team in 2021. He has also completed internships in equity research with the Global Thematic Team...
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News

Learning from past bear markets can take teeth out of current downturn | Canadian Family Offices
Insights

Learning from past bear markets can take teeth out of current downturn
The following article was written by Leith Wheeler VP & Portfolio Manager Leanne Scott and first published in CanadianFamilyOffices.com. It has been reprinted here with permission. You can read the original article and...
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How these Lipper Award-winning managers are working through the recent bond rout | The Globe and Mail
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Insights

Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting
Be wary of these investor biases By Jeffrey Steele In the following article, Leith Wheeler Portfolio Manager Cindy Huang speaks with journalist Jeffrey Steele about investor bias. It was first published as the...
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Insights

VIDEO: Building Wealth with Leith Wheeler: Investment Basics
We recently hosted the first installment of our new "Building Wealth with Leith Wheeler" seminar series on Investment Basics, with Associate Portfolio Manager Tricia Wu and Portfolio Managers Victoria Gooderham and Dalyce Seitz...
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Insights

Balanced 3.0: Re-Engineering Your Portfolio For 2022+
The following article was first published in Benefits and Pensions Monitor's December 2022 issue (pp 17-18). It has been reprinted here with permission. You can download a PDF of the original article here...
Insights

A Value Approach to Investing in Private Assets
When you walk through the front doors of our office you will notice a cartoon that has hung on our wall since Bill Wheeler & Murray Leith founded the company in 1982. The...
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News

Constellation Software flatlines after glorious run | The Globe and Mail
News

Guiding Assets Podcast, hosted by Leith Wheeler VP | CFA Institute
News

Manager Looks for Quality at Deep Discounts | Morningstar
News

Is the Wool Pulled Over Your Eyes? | Special to BetterInvesting
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Balanced 3.0: Re-Engineering Your Portfolio For 2022+ | Special to Benefits & Pensions Monitor (pp 17-18)
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Debt spirals out of control for B.C. consumers, businesses | Business in Vancouver
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Why this money manager took advantage of tech sector’s big drop to increase holdings in software firm | The Globe and Mail
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How to manage RRIF withdrawals tax-efficiently to avoid ‘a hefty penalty’ | The Globe and Mail
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Leith Wheeler Wins Fundata A+ Awards for Income Advantage, Emerging Markets Funds | Fundata
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How couples in conflict over financial goals and strategies can find common ground | The Globe and Mail
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Preparing for the Rising Disbursement Quota for Registered Charities
On December 15, 2022, the federal government passed Bill C-32, the Fall Economic Statement Implementation Act, 2022 (“Bill C-32”), implementing a number of changes to the Income Tax Act (Canada) (the “ITA”). Among...
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First Quantum facing imminent shutdown of giant Panama mine as tax dispute worsens | The Globe and Mail
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Best Utility Stocks To Buy Now | Forbes
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Insights

Is Google Losing the AI Race?
The buzz around Artificial Intelligence (AI) has increased significantly in recent months after research company OpenAI publicly launched ChatGPT, a generative AI-based chatbot that can do everything from answering mundane queries to more...
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Wealth managers are taking diverging approaches to succession planning | The Globe and Mail
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Insights

New Trust Reporting Requirements Now in Effect May Catch Some by Surprise
The following is a guest post by Danielle Wallace, CPA, Private Client Services Senior Manager - Tax at RSM Canada LLP. ***UPDATE MARCH 28, 2024: Note that the Canada Revenue Agency released this...
News

S&P/TSX composite ekes out gain, U.S. stock markets down after inflation data | Toronto Star
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News

From the West Coast to Bay Street. Profile of Virginia Au | Toronto Life
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TopGun Investment Minds and Buy-Side Traders of Canadian Stocks 2022/2023 (Dave J, Nick S) | Brendan Wood International
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2022 Canadian Public Sector Issuers Roundtable Series (Ryan G) | RBC CM
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Women, Money, and My Holiday Beach Read
The following article was written by Leith Wheeler Principal, Portfolio Manager Stephanie Hickmott and first included in the program for the Canadian Alternative Investment Forum. It has been reprinted here with permission. In...
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Don't trust anything you can’t prove and other lessons learned from an investing legend | Financial Post
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S&P/TSX composite gains 100 points on energy and base metals; U.S. markets also rise | Toronto Star
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Advisors who’ve left the big banks find varying levels of support | The Globe and Mail
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Why it’s important to prepare inheritors for what they will be receiving | The Globe and Mail
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Insights

VIDEO: Leith Wheeler Outlook 2023
We recently hosted our annual Outlook event for Leith Wheeler clients in Vancouver, Calgary, and Toronto with President, CEO & Head of Fixed Income, Jim Gilliland, our Fixed Income Analyst, Tamsin Wilding, and...
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News

Here are 12 stocks money managers think you should own for the long term | The Globe and Mail
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Breaking down what it costs for advisors to deliver results | The Globe and Mail
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Pages

let's talk
Newsletters

Outlook 2023, Part I: Inflation
Newsletters

Outlook 2023, Part II: Recession, Bonds, and Equity Markets
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The Softer Side of Retirement
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In Search of Economic Moats
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Investing in Canada: Are We Just Banks and Rocks?
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Pros and Cons of Private Asset Investing
Newsletters

Zig When They Zag: Four Consensus Views to Reject in 2022
Newsletters

David vs Goliath: The Case for Small/Mid-Cap US Equities
Newsletters

Investing in Canada: Are We Just Banks and Rocks?
Newsletters

Getting a Head Start on Your 2022 Personal Tax Roundup
Newsletters

Conversations for Generational Wealth Transfer
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Insurance Considerations for 2022
Newsletters

Choosing One of Your Adult Children as Your RRSP/RRIF/TFSA Beneficiary? Think-and Act-Carefully
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“Transitory” Inflation and Looking Beyond the Headlines
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Investing vs Speculating
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Investing from Page 16
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A Return to Normalcy?
Newsletters

Probing Passive, Part II: How to Win in Active Management
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Probing Passive, Part I: Panacea or Problematic?
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Value is Back
Newsletters

Diffusing Inflation Fears
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Things to Consider When Deciding When to Take CPP and OAS
Newsletters

How to Protect Yourself from a Cyber Breach this Pandemic
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Who is Your Trusted Contact Person?
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Four Ways of Charitable Giving
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Lifting the Fog on ESG
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Finding Value in Unexpected Places: Is Value Dead?
Newsletters

Finding Value in Unexpected Places
Newsletters

Wrestling the Bear
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Combatting the Cost of Fear
Newsletters

What’s in Your ESG?
Newsletters

Has Value Had Its Last Dance?
Newsletters

Ballast in the Storm: In Defense of Bonds in a Decade of Low Interest Rates
Newsletters

Tax Tips for 2020
Newsletters

COVID-19 Programs Affecting Your Finances
Newsletters

Joint Assets as a Planning Device - Tool or Trap?
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Six Tips for Helping Your Grown Children Financially
Newsletters

Battling Short-Termism
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The Case for Being Bold
Newsletters

Negative Interest Rates, Explained
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The Highs of Low-Volatility Investing
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Core Plus Bond Funds: What’s All The “Plus” About?
Newsletters

Battling Bias in Investing
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The Highs of Low-Volatility Investing
Newsletters

The Case for Emerging Markets
Newsletters

Addressing Mental Illness in Estate Plans
Newsletters

Principal Residence Exemption Guidelines
Newsletters

Understanding Tax Treatment of Investment Income
Newsletters

Common Pitfalls and Challenges of Intergenerational Wealth Transfer
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Bubble, Bubble, Toil and Trouble
Newsletters

Cause or Effect? The Role of Dividends in an Outperforming Portfolio
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Value Through the Cycle
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Reefing the Main: Our Tempered Investment Outlook for 2018
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Managing Capacity: Planning for the Risk of Dementia
Newsletters

Introduction
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Navigating the New Tax Rules for Your Small Business
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Strategies for Cottage Ownership and Transfers
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Picking Stocks: Lessons Learned Over The Past 30 years
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Thank You
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The Responsibilities of an Executor
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Powers of Attorney
Insights

Taming an Unintentional Portfolio
For simplicity, folks like me who write about financial markets and planning present a fairly crisp version of the world. Equity strategies are concentrated enough to diversify risk and are split across regions...
Insights

How Could Budget 2023’s Proposed Taxation of Donated Securities Affect Not-for-Profits?
Back in March, the Government of Canada’s Budget 2023 proposed several amendments to the Income Tax Act which could, if implemented, raise the Alternative Minimum Tax (AMT) paid by individuals by taxing capital...
Newsletters

An Ode to Boring: Canadian Banks circa 2023
Newsletters

Using a Flow Analysis in Estate Planning
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Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023
Newsletters

Understanding Proposed Changes to Taxation of Charitable Giving
News

S&P/TSX composite index keeps climbing on Thursday, U.S. markets also rise | Toronto Star
Staff Bios

Alex Demens
Alex joined Leith Wheeler in 2023, serving private clients, foundations, and Indigenous accounts. Prior to Leith Wheeler, he worked as an Institutional Portfolio Specialist at Connor, Clark & Lunn, where he handled portfolio...
Pages

For Institutions
News

This ‘Far-Sighted’ Strategy is Built for Long Term Investors | Morningstar
News

Canada Lifts Mortgage Bond Plan by 50% to Boost Construction | Financial Post, Bloomberg
News

B.C.’s fastest-growing companies seeing sales soar between 2018 and 2022 | Business in Vancouver
News

What Funds to Buy: Canada's First Morningstar Prospects | Morningstar
News

Canadian equities still ahead of bond market despite early losses in October | Benefits Canada
News

Foundations lament tax changes that would curb big charitable gifts | Canadian Family Offices
News

TSX moves lower Tuesday ahead of Bank of Canada rate announcement, U.S. markets rise | Toronto Star
News

Empowering women in finance in B.C. at the 2024 PEAK Awards | Business in Vancouver
News

One metric to rule them all: The power of ROE in gauging stocks | Canadian Family Offices
News

TSX down as price of oil falls on Tuesday, U.S. markets up ahead of rate announcement | The Canadian Press
Insights

Leith Wheeler Explainer Series: The Dividend Debate
Dividends are great, but investors should beware of mistaking (just) a big yield for an investment opportunity. All that glitters on the Christmas tree is not gold. Let me explain. Dividends undoubtedly represent...
Insights

Hitting Pay Dirt: The Selling of an Ag Empire
Please enjoy the inaugural edition of the Leith Wheeler “I Built This” Series, in which we plan to profile the journeys of remarkable entrepreneurs. It’s a grey day on the Naramata Bench, a...
Insights

The Risks of Transactive Memory
I was listening to a back episode of Malcolm Gladwell’s Revisionist History podcast recently in which he explores the idea of "transactive memory." In it, he says: “We don’t just store information in...
Insights

Building Out Your Core with US SMID and Emerging Markets Equities
We recently presented a webinar with the Association of Canadian Pension Management (ACPM) that explored the case for US Small/Mid-Cap (SMID) and Emerging Markets (EM) Equities. Here's a quick summary - please see...
Insights

Resources for Reconciliation
Each year, we publish Resources for Reconciliation to mark the National Day of Truth and Reconciliation and to help us better understand Canada's colonial history. We thought to share them, as there are...
Newsletters

Investing in Your Health Through the Six Pillars of Lifestyle Medicine
Newsletters

One Metric to Rule Them All: The Power of ROE
Newsletters

Foiling Fraudsters
Staff Bios

Hayley Hicks
Hayley joined Leith Wheeler in July 2023 after two years with the wealth division of a major Canadian bank. She brings prior internship experience from Suncor Energy, Leith Wheeler, and Mackenzie Investments. Hayley...
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Advisor Funds

Canadian Equity Fund
The Fund seeks to provide above-average long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity-related securities issued by Canadian companies. Under normal circumstances the Fund will...
Advisor Funds

Money Market Fund
To provide an improved rate of return for short-term investments, while preserving the value of the investment.
Newsletters

Outlook 2024: Threading the Needle
News

Amer Sports IPO puts US$1B-plus value on Vancouver's Chip Wilson's stake | Business in Vancouver
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Staff Bios

Danielle Goodin
Danielle joined Leith Wheeler in 2016. At the firm, she supports the management of private client and foundation accounts. Prior to joining the team, she served as an Actuarial Analyst with Eckler Ltd...
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News

Fund In Focus: Leith Wheeler Canadian Equity Series | Morningstar
News

Fund In Focus: Leith Wheeler Income Advantage | Morningstar
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Canadian stocks, S&P 500 and Dow bask in Nvidia's 'halo effect' to end the week | Toronto Star
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Catherine Heath Named Among Elite Women 2024 | Benefits & Pensions Monitor (p17)
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Insights

VIDEO: Navigating Dementia: Recognize, Prepare, Plan
We recently hosted our Planning Matters event, Navigating Dementia: Recognize, Prepare, Plan for Leith Wheeler clients in Vancouver with Principal, Portfolio Manager - Private Clients & Foundations, Cindy Huang, Alzheimer Society of BC's...
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Russell Investments Canada Launches Simple, yet Sophisticated Balanced Solution for Canadian Financial Advisors and Investors I Financial Post
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Staff Bios

Ronak Tahazadeh
Ronak joined Leith Wheeler in August 2023, bringing nearly nine years of experience in the financial sector. As a member of the Institutional client team, she supports relationships with corporate, foundation, First Nation...
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Canadian Stocks Are the Better Bargain Right Now: Manager | Morningstar
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Understanding the Illiquidity Trap | The Globe and Mail
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Regulatory Filing re: MRFPs
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Insights

VIDEO: 2024 Outlook
It's time for our annual Outlook! See below, where Managing Principal, President & CEO Jim Gilliland provides a macro update and outlook, Principal, Portfolio Manager - Head of Global Equity Virginia Au speaks...
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Avoiding the Illiquidity Trap
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Leith Wheeler Explainer Series: Donor Advised Funds
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Should you borrow from home equity during retirement? | CBS News
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Triggering a capital gain by June 25? Here are five ideas for what to do with that cash | Globe and Mail
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A bountiful liquidity event: the selling of Valleybrook Gardens | Canadian Family Offices
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Our Approach to Value Investing: Quality Matters (& Can Be Worth Paying For)
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To Realize or Not to Realize? Reminder of the June 25 Proposed Capital Gains Inclusion Rate Change
On April 16, the Canadian federal government announced proposed changes to the inclusion rate for the calculation of capital gains tax and set a deadline of June 25, 2024 for the old rules...
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Careers

Careers
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S&P/TSX composite closes down as telecom and metal stocks fall, U.S. markets mixed | Global News, Toronto Star
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Staff Bios

Matt Kidwell
Matt joined Leith Wheeler in 2024, bringing over 10 years of experience in the financial industry. He previously focused on private client investment and wealth strategies at RBC Dominion Securities and RBC Phillips...
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Pragmatic Over Dogmatic: Leith Wheeler's Approach to Value Investing
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Staff Bios

Noor Walia
Noor joined Leith Wheeler in February 2024 as a Research Associate within the Fixed Income and ESG investment teams after completing an eight-month internship with the company in 2023. She additionally supports the...
Newsletters

How to Deal with Personal Effects to Prevent Family Fights
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What are outstanding shares? | CNN Underscored
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Insights

Summer Book Recommendations 2024
It’s been two years since our last one and the Leith Wheeler crew has curated another great Summer Reading List! We’ve included a handful of biographies, some great books on tech, as well...
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TSX ends lower, U.S. markets see worst drop since 2022 amid ‘sizeable’ tech selloff | Toronto Star, MSN, Yahoo Finance
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Insights

Talkin’ ‘bout Your Concentration: The Risk of Passive ETF Investing
A lot of ink has been spilled over the stranglehold that the “Magnificent 7” has over the S&P 500 index and for good reason: companies like Nvidia, Microsoft, Apple, Meta, Alphabet, and Amazon...
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What is the greatest Canadian stock of all time? | Globe and Mail
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3 Proven Strategies To Build Wealth And Secure Your Financial Future | Forbes
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Canadian Pension Saves in Bond Market by Being Boring | BNN Bloomberg
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S&P/TSX composite rises Wednesday, U.S. stock markets also higher | Yahoo Finance
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Teach Your Kids These Money Lessons Before They Leave the Nest | NerdWallet
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S&P/TSX up more than 1%, U.S. markets rally to new heights one day after rate cut | Toronto Star, MSN, Yahoo
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Shining a Light on Investment Management Fees: Questions to Ask
When friends or family ask me how to make money in the market, I offer three pieces of advice: On investing: Start early, contribute often, and stick to the plan through good markets...
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Which regions pose the greatest geopolitical risk to markets now? | Benefits & Pensions Monitor
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CPPIB's predictable debt strategy yields lower borrowing costs | Benefits & Pensions Monitor
Newsletters

End-of-Life Planning: The Timeless Predicament
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Want to avoid probate fees by sharing ownership with your kids? Proceed carefully, experts say | Globe and Mail
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The 2024 Lipper Fund Award top mutual fund and ETF group winners | Globe and Mail
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In Profile: Leith Wheeler's award-winning fixed income team
We recently wrote an article about the power of compounding which maps the arc of a successful long-term investment: allocate your capital, let it grow, grow on that growth, and before you know...
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The Superpowers of Compound Interest
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Is Occam’s Razor Shaving Your Investment Returns?
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Is Occam’s Razor Shaving Your Investment Returns? | ACPM Observer
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Le rasoir d’Occam réduit-il le rendement de vos placements? | ACARR l'Observateur
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Staff Bios

Abdul Muqsit
Abdul joined Leith Wheeler in December 2023, bringing with him several years of experience in the financial services industry. He supports the Private Client & Foundations business. Prior to the firm, Abdul worked...
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Staff Bios

Sean Megan
Sean joined Leith Wheeler in 2023, where he supports the management of Private Client, Foundation, and Indigenous accounts. He holds a Bachelor of Commerce (Honours) degree from the Smith School of Business at...
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Insights

The Canadian Equity Fund Turns 30: Interviews with the Team
We will remember 2024 for more than strong markets and the official canonization of Taylor Swift, as it marked the 30-year anniversary of the Leith Wheeler Canadian Equity Fund. It’s been a remarkable...
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S&P/TSX composite down Tuesday, U.S. stock markets fall after new economic data | Yahoo Finance
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Insights

Trump, Trudeau, & the Markets
Given the current heightened uncertainty for the Canadian economy and markets, we put some questions to senior investment professionals on the equity and fixed income teams: Jim Gilliland, Managing Principal, President & CEO...
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Staff Bios

Hyder Siddiqui
Hyder joined Leith Wheeler in December 2024 as part of the Institutional Client team, bringing over four years of experience as a foreign exchange trader for commercial banks in Pakistan and as a...
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Mamidosewin Centre hosts second leadership retreat for 7 Indigenous students | NationTalk
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S&P/TSX composite down Wednesday as energy stocks fall, U.S. stocks mixed | Yahoo Finance
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Newsletters

2024 Year-end Tax Planning Guide
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Newsletters

Outlook 2025, Part I: Evolution of the American Ethos
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Outlook 2025, Part II: Potential Trump Effects in 2025
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“Exactly where I am supposed to be”: Stephanie Hickmott | Canadian Family Offices, Special Reports
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Insights

The Leith Wheeler Podcast Playlist
Mark Twain nailed it when he wrote, “The man who doesn't read good books has no advantage over the man who can't read them.” Don’t we all aspire to reading texts that enrich...
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How advisers can better support women | The Globe and Mail
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Teaching Kids About Money: 10 Expert-Recommended Activities | Forbes
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VIDEO: Investment strategy for fixed income investors | BNN Bloomberg
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Insights

Leith Wheeler Explainer Series: Trade Deficits
During his address in the Rose Garden on “Liberation Day,” Trump held up a placard with countries’ names down one side and the tariffs they would face thereafter. He stated these tariffs were...
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Newsletters

Improving Communication & Decision Making in Family Enterprises
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Newsletters

Reading the "T" Leaves
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Insights

Section 899: A New Cross-Border Tax Threat for Canadian Investors?
Update as of June 30, 2025: The proposed policy discussed below was ultimately removed from the "Big Beautiful Bill Act." Although the bill passed the House of Representatives, the Senate removed the revenge...
Insights

VIDEO: Leith Wheeler Outlook 2025
In our annual Leith Wheeler Outlook, Managing Principal, President & CEO - Head, Fixed Income, Jim Gilliland, CFA provides a macro update and outlook and Managing Principal, Portfolio Manager - Equity, Nick Szucs...
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Insights

WEBINAR: Home Country Bias
As clients have moved to increase their allocations to global equities and alternative assets in recent years, the question of whether to persist with recommending a Canadian home country bias in asset mix...
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S&P/TSX composite closes lower despite gains in energy stocks | Toronto Star
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As access to alts expands, here's why some advisors remain cautious | Financial Planning
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Staff Bios

Sera Kim
Sera joined Leith Wheeler in 2025 as a Portfolio Manager on the Canadian Equity team with 25 years of experience in fundamental equity analysis. For the previous 12 years, she served as a...
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S&P/TSX composite down as oil falls, U.S. markets also end lower | The Financial Post
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S&P/TSX composite index down, U.S. markets mixed on weakening economic data | The Financial Post
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S&P/TSX composite nearly 100 points higher, U.S. markets also rise | Financial Post
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Staff Bios

Eric Desbiens
Eric joined Leith Wheeler in 2025 to lead our Montréal office after 25 years at Jarislowsky Fraser, where he worked with individual and institutional clients. He most recently headed up their Québec and...
Staff Bios

Denis Durand
Denis joined Leith Wheeler in 2025 to support the firm’s expanded offering to Quebec-based clients with the opening of our Montréal office. He has a long and successful career in financial services in...
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Newsletters

The Quiet Crisis: Recognizing and Responding to Elder Financial Abuse During Canada's Great Wealth Transfer
Insights

WEBINAR: Leith Wheeler in Québec
To mark the opening of our Montreal office and to introduce our new colleagues, we hosted a bilingual webinar! See the video below to learn more about Leith Wheeler – our 40+ years...
Insights

Leith Wheeler Establishes Montréal Office, Hires Industry Veterans Eric Desbiens and Denis Durand
MONTRÉAL, QC, August 13, 2025 /CNW/ –We are pleased to announce that Eric Desbiens has joined the firm to build and lead a team in the firm’s new Montréal office. His first hire...
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Career

Bilingual Associate Portfolio Manager
Career

Gestionnaire de portefeuille associé bilingue
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Bilingual Associate
Career

Associé bilingue
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Leith Wheeler Investment Counsel Establishes Montréal Office, Hires Industry Veterans Eric Desbiens and Denis Durand | Press Release
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Leith Wheeler Conseils en investissements annonce l'établissement d'un bureau à Montréal et annonce l'arrivée de deux vétérans de l'industrie représentée par Messieurs Eric Desbiens et Denis Durand | Communiqué de presse
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Leith Wheeler opening Montreal office | Investment Executive
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The (After-Tax) Case for Investing in Canada
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Manager, Portfolio Administration (18-month Maternity Leave Contract)
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In Conversation with Julia Chung: Advice for Your Golden Girls Era
In May, we hosted a ladies-only “Women, Wine, & Wealth” event that included a guided rosé wine tasting with Sommelier Sean Nelson and a conversation between Leith Wheeler Private Client Portfolio Manager, Cindy...
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Indigenous Summer Intern – Client Servicing and Portfolio Management
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Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates

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Market Update - August 9, 2011

IRS Voluntary Disclosure Deadline - August 31, 2011

Do the recent events at Dexia have any impact on how they safekeep assets in Canada?

Market Update - Q3 2011

U.S. Estate Tax Exposure for Canadians

Year-End Tax Planning

Are Financial Markets Broken?

Beware of the Yield

Pension Income Credit

ETFs: Pros, Cons and Misconceptions

Making Your Bonds Work Harder

Back to Basics: Searching for Safety?

High Frequency Trading: The Need for Speed!

Housing Bubble?

What is Book Value?

The Impact of Fees on Investment Performance

The Long Term Benefits of Active Investment Management

Natural Gas - Investment Opportunity or Value Trap?

Retirement Planning: Time to Rethink Old Formulas

Estate Planning: Is a Trust a Must?

The Impact of Rising Interest Rates

No One's Exempt From the U.S. Tax Man

Keeping a Cool Head in Volatile Markets

Investing in Bonds in Today's Market

Selecting an Investment Manager

Gold, the Safe-Haven Precious Metal, Begins to Lose its Lustre

Look Southward to Diversify Your Portfolio

Feds Target Tax Shelters

Emerging Markets Offer Risk, but Also Reward for Investors

RRSP ABCs: Tips for Investing

Outlook for a Prosperous 2014

New Rules that Might Affect Your Investments in 2014

Six RRSP Traps to Avoid

Tax Tips: New CRA Requirements

The Good and Bad of High-frequency Trading

Four Ways to Protect Yourself from Another Market Crash

Why The Bank Of Canada Will Raise Rates Later And Slower Than The Fed

The Oil Conundrum

How to Make an RRSP Decision that's Right for Your Age

What Drives Interest Rates?

Five Year-End Tax Planning Strategies

Assessing the Risks of a Recession

What’s the Difference Between a Time-Weighted Rate of Return and a Money-Weighted Rate of Return?

Softwood Lumber Dispute in Context

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F-Series Suite Of Funds

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