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. 4,641 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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Principal & Portfolio Manager - Fixed Income Ryan Goulding comments on Canada’s inaugural, C$5 billion green bond issue in this Reuters story. Link in Comments. Fergal Smith, Ismail Shakil #fixedincome #investing #green
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With compounding, your investments are always working - even when you're not! In this video, discover the power of compounding and how its snowball effect could accelerate your wealth. 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
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In this episode of CFA Institute’s Enterprising Investor podcast, Principal & VP Marketing Mike Wallberg, CFA, MJ interviews the author about his book, Investing in US Financial History, which chronicles the fascinating history of US financial markets - from Alexander Hamilton onward. https://lnkd.in/eKdyBygX Mark Higgins, CFA, CFP® #EnterprisingInvestor #finance #history
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Leith Wheeler Investment Counsel Ltd. reposted this
In an OpEd in today's The Globe and Mail, Principal & VP Marketing Mike Wallberg, CFA, MJ highlights a concerning trend among individual investors: alarming levels of exposure to private assets. Check it out here: https://lnkd.in/dRUy_PuM . . #investing #illiquidity #risk #assetmix #suitability
Understanding the illiquidity trap
theglobeandmail.com
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Congratulations to Principal, Portfolio Manager – Equity Nick Szucs, CFA for being awarded TopGun Investment Minds, Platinum Class! Brendan Wood International
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In an OpEd in today's The Globe and Mail, Principal & VP Marketing Mike Wallberg, CFA, MJ highlights a concerning trend among individual investors: alarming levels of exposure to private assets. Check it out here: https://lnkd.in/dRUy_PuM . . #investing #illiquidity #risk #assetmix #suitability
Understanding the illiquidity trap
theglobeandmail.com
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"When do I invest in a TFSA and when do I invest in an RRSP?" is a question we are often asked by clients (and at cocktail parties!). Check out this short video to understand the puts and takes of the two options. With Portfolio Manager Victoria Gooderham. For the full video, go to: https://lnkd.in/gk-gb_Wb #wealthcreation #Invest #IntroInvesting #financialplanning #TFSA #RRSP
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There's good value in Canadian stocks right now, Canadian equity head Dave Jiles explains in Morningstar's profile today of the team and the $8 billion currently under their stewardship. Check it out: https://lnkd.in/grWNtVu3 #value #equity #investing #Mullen #Saputo
Canadian Stocks Are the Better Bargain Right Now: Manager
morningstar.ca
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Want long-term success in the stock market? Two simple, related concepts will help get you there: Stay the course and stay invested! Missing out on even a few of the best days can cut your returns in half! Principal & Associate Portfolio Manager Tricia Wu, MBA, CFA, FRM explains the key to successful investing in this video. For the full video, go to: https://lnkd.in/gk-gb_Wb #wealthcreation #Invest #IntroInvesting #stockmarket