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
Leith Wheeler Investment Counsel Ltd.
Investment Management
Vancouver, B.C. 4,980 followers
Quiet Money
About us
If you believe the most important part of building prosperity is sustaining it… if you agree that flashy investment predictions usually amount to nothing more than a lot of noise and too much risk, then you’ll like the sound of what you hear at Leith Wheeler. Because we are a company that does not make noise. We make money. Quiet money.
- Website
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http://www.leithwheeler.com
External link for Leith Wheeler Investment Counsel Ltd.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Vancouver, B.C.
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Investment Management, Institutional, Private Client, Mutual Funds, Equities, Financial Planning, Bonds, and Alternative Assets
Locations
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Primary
1500 - 400 Burrard Street
Vancouver, B.C. V6C 3A6, CA
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750 - 215 2nd Street SW
Calgary, A.B. T2P 1M4, CA
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2206 – 130 Adelaide St W
Toronto, Ontario M5H 3P5, CA
Employees at Leith Wheeler Investment Counsel Ltd.
Updates
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Congratulations to the 30 winners of Canadian Hearing Services' scholarships for deaf and hard of hearing students across Canada - the most in the organization's history! We're proud to support the work of this wonderful organization. Read via link in the comments.
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Did you know that the successful Highway of Heroes Tree Campaign and GrandTrees Climate Solutions projects *which planted 2 million trees* has evolved into a national charity? We were happy to support Trees for Life's recent fundraising golf tournament! #InvestingInOurCommunity #Climate
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In this NerdWallet interview, Principal & Associate Portfolio Manager Kirsten Nelms, CFA, CFP discusses the importance of having open, early, and consistent money conversations with your kids to help them confidently navigate their financial futures. #financialliteracy #moneymanagement #education Deborah Kearns Beth Buczynski Read more via link in the caption
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Join Principal & Portfolio Manager Marc Williams, CFA at the Fall 2024 Investment Conference in Victoria from October 9-11. Register now! #PIACPensions
Sometimes, the simplest approach to a problem is the best, but there is a very human tendency to value complex solutions over simple ones. Known in behavioural finance circles as "complexity bias," it can manifest itself in many ways -- from seeking esoteric derivatives to overdiversifying to allocating increasing amounts to "alternative", illiquid strategies. In the wake of recent backlash against particular approaches of some plans, plan sponsors may be asking the question: does complexity pay? In this session with Marc Williams, from Leith Wheeler Investment Counsel Ltd., attendees will learn how to identify personal biases to act, the allure of available metrics (which may or may not be helpful), some stats on the experience of complex versus simple approaches, and perspective from an investment manager who has worked with plans, large and small. Pensions 2050 - Strategic Insights for Long-Term Prosperity Plan to attend the Fall 2024 Investment Conference at the Delta Ocean Pointe Hotel in Victoria on October 9 - 11. You’ll have the chance to learn from and meet experts and thought leaders from across the country while interacting with representatives from almost 100 pension funds to discuss the most pressing issues in the sector today and share innovative and practical new solutions. Hotel space is limited - register today! Full program and registration (members only): https://lnkd.in/etWXwaU #PIACPensions
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We are expanding our team and looking for talented professionals to join us in two key roles: Portfolio Administrators and a Senior Developer. If you’re detail-oriented and tech-savvy, would love to connect with you! Apply now: https://lnkd.in/gYapnkT2 #hiring #careeropportunities Kaushal Parikh (KP), CPHR, SHRM-SCP
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Investors, don't overlook the impact of bond yields on your investment return! Gain a better understanding of fixed income with this video with Principal & Associate Portfolio Manager Tricia Wu, MBA, CFA, FRM. For the full video, go to: https://lnkd.in/gk-gb_Wb #wealthcreation #Invest #IntroInvesting #bonds
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US markets reacted to US labour data revisions (which came in consistent with estimates) and the release of US Fed minutes which suggested a cut in September is likely, Principal and Portfolio Manager Tamsin Wilding told The Canadian Press today. https://lnkd.in/gNY7wnDG #Fed #labour #equity #markets The Associated Press, Yahoo Finance, BIV News
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Planning your estate isn't just about money—it's also about gifting personal effects that hold sentimental value. O'Sullivan Estate Lawyers LLP highlights how disputes among beneficiaries can often surround these cherished items, and ways to promote harmony among your loved ones once you're gone. Read more via the link the comments. #EstatePlanning #WillPreparation Margaret O'Sullivan
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Recently, Principal & Portfolio Manager Michael Job and Brayden Omeasoo-Steinhauer, Chair of the Ermineskin Education Trust Fund, commemorated the inception of our partnership with a Pipe Ceremony and Feast at Bear Park in Maskwacis, Alberta. We are extremely grateful for the opportunity to work with Brayden and the team at EETF, and look forward to a long and fruitful relationship!