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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.

• Pages

  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 after graduating from Dalhousie University with a Bachelor of Commerce (Finance) degree. During his time at Dalhousie, Michael completed Co-op placements in equity research and investment...

• 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. In her role as the firm’s...

• 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

• News

  The Right Balance: Low Fees, High Returns | The Globe and Mail

• News

  Low Fees, High Performance: These Funds Deliver Both | The Globe and Mail

• News

  Enbridge: Ride to Conquer Cancer

• News

  A Free Checkup for Low-Cost Investors | The Globe and Mail

• News

  Foreign Investors Seek Haven in Canada | The Globe and Mail

• News

  Fixed Income Manager Expects "Normalization" to Continue, but Headwinds Remain | Morningstar

• News

  A Solid Return for ETFs - Even With Adviser Fees | The Globe and Mail

• News

  Shaky Markets Could Use Support | Vancouver Sun

• News

  Let's Stop Hiding The Cost of Mutual Fund Fees | The Globe and Mail

• News

  The Brightest Spots in the Market Gloom | The Globe and Mail

• News

  Asset Manager Leith Wheeler Opens in Calgary | The Globe and Mail

• News

  Part One: Pension planning - Funding our golden years | Vancouver Sun

• News

  Majority of Asset Managers Remain Bullish on Global Growth in 2012 | Business in Vancouver

• News

  Anxiety Returns as Canadian Yields Drop with Bets for Hikes | The Globe and Mail

• News

  A Hurdle for Cost-Conscious DIY Investors | The Globe and Mail

• News

  Small/mid-cap stocks provide 'more fertile ground', manager says. | Morningstar

• News

  Tight British Columbia Election Puts Energy Projects at Risk | Bloomberg

• News

  Commission-Free Advice from Three Top Managers | Morningstar

• News

  Growth, Not Yield, Drives Leith Wheeler's Dividend Strategy | Morningstar

• News

  Three stocks Leith Wheeler's Leanne Scott has been buying amid the Trump storm | The Globe and Mail

• News

  Monetary Policy and Interest Rate Outlook | Bloomberg

• News

  What to Look For in Poloz's Bank of Canada Rate Decision Wednesday | Bloomberg

• News

  Opinion: Emotional Investing a Great Way to Lose Money | Vancouver Sun

• News

  Can Infrastructure Replace the Export-Led Recovery That Never Came? | The Globe and Mail

• News

  Leith Wheeler Donates $20,000 to Charities Supporting Fort McMurray Disaster Response

• News

  UBC Sauder's New Faculty Advisory Board Chair | UBC Sauder

• News

  Leith Wheeler Opens Toronto Office but CEO to Stay Based in Vancouver | Business in Vancouver

• News

  What the Jitters in the Bond Market Mean for the Market as a Whole | Canadian Business

• News

  Don't Panic, This is Not the 2008 Recession: Experts | CityNews1130

• News

  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

• News

  Pessimism is overdone for financial stocks: Leith Wheeler | Morningstar

• News

  How Investing in Emerging Markets is Getting More Complicated | Canadian Business

• News

  Canadian Fund Managers See Opportunity Amid High Yield Bond Selloff | The Globe and Mail

• News

  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

• News

  Why the Rate-Cut Bounce in TSX Dividend Stocks May Not Last | The Globe and Mail

• News

  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

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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...

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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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• Insights

  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...

• News

  Provinces Brush Off Turmoil as Companies Pass on Issuance | Bloomberg

• News

  Rate-Hike Fever Has Canadian Bond Managers Eyeing Short End | Bloomberg

• News

  A worthy consideration for core fixed income exposure | Morningstar

• News

  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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• News

  Sector Watch: Dividend funds weather turbulence | Investment Executive

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• Pages

  Responsible Investment

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• News

  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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• News

  Why U.S. dividend stocks make sense for Canadians | Morningstar

• News

  Fixed-income investments call for patience | Investment Executive

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• Insights

  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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• Insights

  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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• News

  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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• Insights

  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

• News

  Nevsun says Lundin’s $1.4-billion bid undervalues the company, but willing to talk | The Globe and Mail

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• News

  Leith Wheeler Supports CPAEF | CPA Education Foundation

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• Insights

  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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• Insights

  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)...

• Daily Price

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• News

  As rates rise, dividend stocks could suffer | MoneySense

• News

  What the financial crisis taught five fund managers | MoneySense

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• News

  Ontario forecasts widest budget deficit in seven years, cuts spending | Reuters News

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• Insights

  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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• News

  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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• Insights

  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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• News

  Why to choose fixed income as rate risk subsides | Advisor's Edge

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• News

  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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• News

  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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• News

  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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  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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• Career

  Marketing Coordinator

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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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  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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  Alberta to keep bond sales on hold until the fall | BNN Bloomberg

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• Insights

  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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• News

  Canadian yield curve inversion reaches its deepest since 2000 | Bloomberg & Toronto Star

• Insights

  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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• Insights

  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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• Insights

  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

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• Insights

  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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• Insights

  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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• News

  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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• News

  As Shopify soars, much of Bay Street misses the ride | The Globe and Mail

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• News

  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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• Insights

  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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• Insights

  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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• Insights

  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...

• News

  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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• Career

  Portfolio Administrator, Private Clients

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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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• Insights

  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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  CFC Partner Profile: Diversity is Our Strength

  Our partners at Community Foundations of Canada have published an important series of reports today about gender equality in Canada. Split into three sections, the reports do what Vital Signs reports do at...

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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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  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...

• Insights

  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

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  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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• Insights

  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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• Insights

  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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• Insights

  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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• Insights

  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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• News

  As ESG evolves, a 'more thoughtful' approach to investing emerges | The Globe and Mail

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• News

  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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• Insights

  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 with over five years of experience in financial services industry. At the firm, he supports the management of private client, foundation, and Indigenous accounts. Matt holds...

• 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...

• Staff Bios

  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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  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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  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

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

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  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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  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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  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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  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...

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  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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  Constellation Software flatlines after glorious run | The Globe and Mail

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

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  Manager Looks for Quality at Deep Discounts | Morningstar

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  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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  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...

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  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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  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

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

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

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  Investing in Canada: Are We Just Banks and Rocks?

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  Getting a Head Start on Your 2022 Personal Tax Roundup

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  Conversations for Generational Wealth Transfer

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  Insurance Considerations for 2022

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  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?

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  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

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  Diffusing Inflation Fears

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  Things to Consider When Deciding When to Take CPP and OAS

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  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?

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  Finding Value in Unexpected Places

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  Wrestling the Bear

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  Combatting the Cost of Fear

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  What’s in Your ESG?

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  Has Value Had Its Last Dance?

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

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  Tax Tips for 2020

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  COVID-19 Programs Affecting Your Finances

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  Joint Assets as a Planning Device - Tool or Trap?

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  Six Tips for Helping Your Grown Children Financially

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  Battling Short-Termism

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  The Case for Being Bold

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  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?

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  Battling Bias in Investing

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  The Highs of Low-Volatility Investing

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  The Case for Emerging Markets

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  Addressing Mental Illness in Estate Plans

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  Principal Residence Exemption Guidelines

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  Understanding Tax Treatment of Investment Income

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  Common Pitfalls and Challenges of Intergenerational Wealth Transfer

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  Bubble, Bubble, Toil and Trouble

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  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

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  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

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  Using a Flow Analysis in Estate Planning

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  Inflation, Recession, AI, Oh My! Investment Themes Driving Markets in 2023

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  Understanding Proposed Changes to Taxation of Charitable Giving

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  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

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• 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

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

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  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...

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  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

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  One Metric to Rule Them All: The Power of ROE

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  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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• News

  Canadian stocks, S&P 500 and Dow bask in Nvidia's 'halo effect' to end the week | Toronto Star

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• News

  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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• News

  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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• News

  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...

• Newsletters

  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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• Newsletters

  Our Approach to Value Investing: Quality Matters (& Can Be Worth Paying For)

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• Insights

  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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• News

  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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• Newsletters

  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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• News

  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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• News

  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

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  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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  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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  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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  Improving Communication & Decision Making in Family Enterprises

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  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...

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  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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