Leith Wheeler Investment Counsel Ltd.

VIDEO (Sound on for best effect): Gen Xers unite! While at 41 our firm is technically a Millennial, the Gen X sensibility pervades both our staff rooms and client meetings. Things were simpler back then -- and we keep that simple approach to investing for the long term. Check out our new video and let us know what you think! Many familiar Leith Wheeler faces in there... Bill Wheeler, Nadine Krenosky, CFA, CPA, CA, C.Dir., Michael Schaab, Alison Wong, Karey Irwin, Shadrina Wicaksono, James Dungate, Patti Shannon, CFA, Josette Blondeau, Bianca Leventakis, Tamsin Wilding, Jamie Salvo, Michelle Zuliani, Sean Greenhalgh, CFA, Mike Wallberg, CFA, MJ, Nick Szucs, CFA, Jon Palfrey, Dalyce Seitz, CIM­­®, Jerry Koonar, Stephanie Hickmott, Michael Job, Cindy Huang, CFA, Mike Baker, CFA, FEA, Perry Teperson, Catherine Heath, Julie Tan, Tricia Wu, MBA, CFA, FRM, Danielle G., Jeff Daley, Andrew Hoffman, CFA, Leanne Scott With Georgia Street Media's Clayton Murdoch Goodfellow & Jordan Lee

The Leith Wheeler fixed income team is humbled and grateful for the recognition at this year's Lipper awards! https://lnkd.in/gnkT6Ah4 Jim Gilliland Alexei Konopkine Colin Boese, CFA Dhruv Mallick, CFA Eric Lam Michelle Zuliani Noor Walia Ryan Goulding Sean Greenhalgh, CFA Tamsin Wilding

Quick - what's more mysterious: UFOs, Bigfoot, or Investment Management Fees? Sadly, too often the answer is the latter, but you can educate and arm yourself by reading and sharing our latest blog, "Shining a Light on Investment Management Fees: Questions to Ask." Read via the link in comments. Mike Wallberg, CFA, MJ #investment #fees

This Diwali, we were honoured to support the Trillium Health Partners Foundation Diwali Gala 2024! Coming together with our community to celebrate and contribute to essential healthcare services was especially meaningful.   Wishing you a bright and joyful Diwali filled with light and hope!   #Diwali2024

Our Vancouver team embraced the spooky season with our annual pumpkin carving contest, and the creativity on display was incredible!   Congratulations to the winners: 🏆 Most Creative: Angel Kim and Alastair Mills, CFA 🏆 Scariest: Benson Lo, CFA and Mani Sharma 🏆 "Don't Quit Your Day Job": James Dungate (it’s a whale!)   Thanks to everyone who participated and helped make this event a fun success! 

In the October episodes of the Enterprising Investor Podcast, host Mike Wallberg, CFA, MJ interviews two fascinating authors: Bloomberg reporter Stephanie Baker describes the rise of Putin and the West's limited success in arresting his efforts to wage war in Ukraine and Ivey Business School at Western University professor Stephen Foerster chronicles 100 years of capital markets in his equally excellent book, "Trailblazers, Heroes & Crooks." Check them out at the link in the Comments. 

Want to avoid probate fees by sharing ownership with your kids? Tread carefully, Principal & Associate Portfolio Manager Kirsten Nelms, CFA, CFP advises, in this The Globe and Mail Personal Finance story.    Read more via link in the comments. Kelsey Rolfe Kristine Anderson Fern Law #estateplanning #probate #capitalgains #jointassets

Leith Wheeler funds occupied two of the 10 spots on Morningstar's Prospect List this quarter, a collection it curates to identify "funds with impressive returns, differentiated approaches, and/or familiar investment teams that may deserve more attention." We are grateful for the acknowledgment!   Fee-based advisors: contact James Dungate if you'd like to learn more about these and other offerings on our F-series platform.    #fixedincome #balanced #investing

The Olympics were back at our Vancouver office, and it was a blast!   Four teams gave it their all, but in the end, only one emerged victorious. Congratulations to Jim Gilliland, Alastair Mills, CFA, Alison Wong, Craig Mervin, CIM, Jamie Salvo, Lisa Meger, Nelson Chan, Sean Megan, and Shadrina Wicaksono on the win!    Pic 1: The winning team and their trophy!  Pic 2: Hanyang Wei pushing through the push-ups challenge with opposition Michael Job closely watching in the background. (They tied!) Pic 3: Arm wrestling battle between Prab Sidhu and Jim Gilliland Pic 4: Nadine Krenosky, CFA, CPA, CA, C.Dir., Ronak Tahazadeh, Samantha Shudo, and Nelson Chan were tuned in for the puzzle challenge Pic 5: The atmosphere as we waited for the next game to be set up Pic 6: All smiles from the Olympians Shoutout to the social committee for organizing Kaushal Parikh (KP), CPHR, SHRM-SCP, Abdul Muqsit, Alex Demens, Angel Kim, Cliona O'Riordain, Daren Atkinson, James Dungate, Kimberly Butchard, Leigh Ollenberger, Mike Wallberg, CFA, MJ, Oleg Moskvin, Sean Megan, and Tammy Grinnell.

Last week, we hosted our inaugural Leith Wheeler Partner Social at One Under for a round of drinks and underground golf! It was a fantastic opportunity to connect with our valued professional partners, and we’re already looking forward to the next gathering. See you all soon!