If you're in the market for global equity ideas, my brilliant Leith Wheeler Investment Counsel colleague #VirginiaAu takes Morningstar.ca through 3 of her current favourites.

I've loved Radiolab for yrs, but I'd never made it back to episode #1. With Jad Abumrad's well-earned but sad-for-the-rest-of-us departure, this replay shows why it was destined for great things, esp @ 26:04+ (on "The First Radiolab" on the link).

"Workers’ longevity is not a problem but an opportunity. To benefit from these individuals’ experience and energy... your org'n must be 'age ready' — which means building infrastructure and systems to support & engage them." Harvard Business Review #Management ow.ly/nKTn50Inbhl

Excited to head back to my journalism roots to host Guiding Assets, CFA Institute's reboot of global investment podcast, Take 15! Can't wait to share my conversations with leading minds in finance - subscribe here: link.chtbl.com/guidingassets

What a day to take in the #cherryblossoms at VanDusen Garden for Vancouver Cherry Blossom Festival's Sakura Days Japan Fair! While you're there, check out the gingko walks and #haiku sticks, supported by Leith Wheeler Investment Counsel, and get your haiku on!

Hey! Here’s a thing I do now, hosting this podcast for CFA Institute. I’m meeting great ppl, like these 2 who joined me to talk about the changing drivers of investor trust. Check it out! Adrienne M. Penta #GaryDeMoss

I had the pleasure of interviewing Samara Cohen for the latest #GuidingAssets podcast. Check it out to hear her vision of the next leg in the evolution of #ETFs and Index Products. link.chtbl.com/guidingassets CFA Institute

“Career is not the only thing that defines you. Do more- for yourself, for your family & in the service of others. Indeed, it has been through many of the things I've done outside of work that I've developed my EQ, honed leadership skills & had the most impact.” #can40under40

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2022 #HaikuInvitational Best British Columbia a painting in a puddle . . . cherry blossoms elehna de sousa Salt Spring Island, British Columbia Haiku Invitational presented by Leith Wheeler Investment Counsel. #Haiku #CherryBlossoms

Canadian charitable foundations are facing a bigger investment hurdle to meet the federal govt's new 5% Disbursement Quota (up from 3.5%). Portfolio asset mixes will need to be revisited...

What a great week I spent with community foundation leaders from across Canada! Thanks to @CommFdnsCanada and Toronto Foundation for hosting, and congrats to Barbara from WestVanFoundation!

Listen in as Mike Wallberg, CFA, interviews Javier Gonzalez Lastra, CFA, a portfolio manager at Tema ETFs, about the investment potential of the luxury goods sector. Download the latest Guiding Assets podcast ➡️ cfainst.is/3I0flx8 #guidingassets #luxury #eft

I couldn't agree more!

In his Revisionist History podcast, Malcolm Gladwell delves into "transactive memory," a heartbreaking but real concept for clients who've lost their spouse. Including both partners in planning is a kindness to the surviving spouse, writes Mike Wallberg www2.leithwheeler.com/the-risks-of-t…

I saw this post from @CommFdnsCanada yesterday, 5 min after disputing a claim in the elevator from a colleague who said I'm always smiling.

I had a great chat with Dan McGoey last week about real assets for the latest episode of CFA Institute #GuidingAssets podcast.

Working on a piece about scams like the "Grandparent" fraud and the endless threatening CRA phone calls. What ones stand out to you as particularly egregious or dangerous?

I had a chance recently to talk #AI with Morningstar, Inc. CEO Kunal Kapoor, CFA. Worth a listen.

I had a great chat about the return of #dividends with Portfolio Manager and author Daniel Peris for the latest episode of the CFA Institute #GuidingAssets #podcast