Leith Wheeler Investment Counsel Ltd.
Industry: Company
DescriptionFounded: 1982
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Leith Wheeler Investment Counsel Ltd. Employees
Employee
Years
Job
Industry
Guy Avidan-Shavit Guy Avidan-Shavit's Leith Wheeler Investment Counsel Ltd. Experience July 2009 - October 2010
Job Managing Partner at WHD Group
Industry Investment Management
Experience
Total Truck Ltd. November 2014 - Present
WHD Group December 2013 - Present
Walker Heavy Duty Ltd. November 2011 - Present
Leith Wheeler Investment Counsel Ltd. July 2009 - October 2010
Open Solutions International Limited November 2007 - July 2009
Freedom 55 Financial 2006 - 2007
Israel Aircraft Industry 2004 - 2005
Extreme Technologies 2003 - 2004
Amdocs 2000 - 2002
Foresoft Ltd. 1998 - 1999
Skills
Requirements Analysis, Business Process, Management, Project Management, Team Leadership, Analysis, Banking, Portfolio Management, Core Banking, Business Analysis, Risk Management, Financial Analysis, Strategic Planning, Budgets, Business Strategy, Process Improvement, Business Planning, Change Management, Team Building, Business Process..., ERP, Integration, Finance, Strategy
Education
Sauder School of Business 2006 — 2008
CPA, CMA, Accounting and Business/Management
Simon Fraser University 2006 — 2008
CPA, CMA, Business & Accounting
Tel Aviv University 1989 — 1997
BA, MBA, CPA, Accounting and Business/Management
Total Truck Ltd. November 2014 - Present
WHD Group December 2013 - Present
Walker Heavy Duty Ltd. November 2011 - Present
Leith Wheeler Investment Counsel Ltd. July 2009 - October 2010
Open Solutions International Limited November 2007 - July 2009
Freedom 55 Financial 2006 - 2007
Israel Aircraft Industry 2004 - 2005
Extreme Technologies 2003 - 2004
Amdocs 2000 - 2002
Foresoft Ltd. 1998 - 1999
Skills
Requirements Analysis, Business Process, Management, Project Management, Team Leadership, Analysis, Banking, Portfolio Management, Core Banking, Business Analysis, Risk Management, Financial Analysis, Strategic Planning, Budgets, Business Strategy, Process Improvement, Business Planning, Change Management, Team Building, Business Process..., ERP, Integration, Finance, Strategy
Education
Sauder School of Business 2006 — 2008
CPA, CMA, Accounting and Business/Management
Simon Fraser University 2006 — 2008
CPA, CMA, Business & Accounting
Tel Aviv University 1989 — 1997
BA, MBA, CPA, Accounting and Business/Management
Arjun Sandhu Arjun Sandhu's Leith Wheeler Investment Counsel Ltd. Experience May 2015 - August 2015
Job Summer Analyst at Leith Wheeler Investment Counsel
Industry Financial Services
Experience
Beedie Endowment Asset Management (BEAM) April 2014 - Present
Leith Wheeler Investment Counsel Ltd. May 2015 - August 2015
Toastmasters International July 2014 - June 2015
Skills
Teamwork, Microsoft Excel, Time Management, Research, Financial Analysis, Customer Service, PowerPoint, Equities, Leadership, Financial Modeling, Valuation, Analysis, Management, Event Planning, Public Speaking
Education
Simon Fraser University
Bachelor of Business Administration, Honours, Finance w/ Math Minor, Cumulative GPA 4.1/4.33
Beedie Endowment Asset Management (BEAM) April 2014 - Present
Leith Wheeler Investment Counsel Ltd. May 2015 - August 2015
Toastmasters International July 2014 - June 2015
Skills
Teamwork, Microsoft Excel, Time Management, Research, Financial Analysis, Customer Service, PowerPoint, Equities, Leadership, Financial Modeling, Valuation, Analysis, Management, Event Planning, Public Speaking
Education
Simon Fraser University
Bachelor of Business Administration, Honours, Finance w/ Math Minor, Cumulative GPA 4.1/4.33
Jennifer Weng Jennifer Weng's Leith Wheeler Investment Counsel Ltd. Experience 2010 - 2011
Job User Experience Designer at kbs+ | Spies & Assassins
Industry Design
Experience
kbs+ Spies & Assassins February 2015 - Present
kbs+ Spies & Assassins December 2013 - February 2015
OpenRoad Communications June 2012 - November 2013
Teen Legal Helpline December 2011 - July 2012
Simon Fraser University 2010 - 2011
Leith Wheeler Investment Counsel Ltd. 2010 - 2011
Skills
Interaction Design, Usability Testing, Information Architecture, User Research, OmniGraffle, Wireframes, Usability, User-centered Design, User Experience, User Interface Design, Heuristic Evaluation
Education
The University of British Columbia 2005 — 2010
B.Sc, Cognitive Systems in Computational Intelligence & Design
kbs+ Spies & Assassins February 2015 - Present
kbs+ Spies & Assassins December 2013 - February 2015
OpenRoad Communications June 2012 - November 2013
Teen Legal Helpline December 2011 - July 2012
Simon Fraser University 2010 - 2011
Leith Wheeler Investment Counsel Ltd. 2010 - 2011
Skills
Interaction Design, Usability Testing, Information Architecture, User Research, OmniGraffle, Wireframes, Usability, User-centered Design, User Experience, User Interface Design, Heuristic Evaluation
Education
The University of British Columbia 2005 — 2010
B.Sc, Cognitive Systems in Computational Intelligence & Design
David Schaffner David Schaffner's Leith Wheeler Investment Counsel Ltd. Experience September 2009 - April 2013
Job Principal at Wayfairer Capital Management Ltd.
Industry Investment Management
Experience
Wayfairer Capital Management Ltd. August 2014 - Present
Leith Wheeler Investment Counsel Ltd. September 2009 - April 2013
Leith Wheeler Investment Counsel Ltd. April 2005 - September 2009
Leith Wheeler Investment Counsel Ltd. April 2004 - April 2005
Leith Wheeler Investment Counsel Ltd. February 1998 - April 2004
Skills
Portfolio Management, Investments, Investment Management, Asset Management, Fixed Income, Equities, Marketing Strategy, Hedge Funds, Risk Management, Executive Management, Bloomberg, Executive Development, Entrepreneurship, Derivatives, Quantitative Analytics, Board of Directors, Business Strategy, Wealth Management, Capital Markets
Education
The University of British Columbia 1981 — 1986
Bachelor of Commerce (B.Com.), Finance, General
Ruskin Elementary
Wayfairer Capital Management Ltd. August 2014 - Present
Leith Wheeler Investment Counsel Ltd. September 2009 - April 2013
Leith Wheeler Investment Counsel Ltd. April 2005 - September 2009
Leith Wheeler Investment Counsel Ltd. April 2004 - April 2005
Leith Wheeler Investment Counsel Ltd. February 1998 - April 2004
Skills
Portfolio Management, Investments, Investment Management, Asset Management, Fixed Income, Equities, Marketing Strategy, Hedge Funds, Risk Management, Executive Management, Bloomberg, Executive Development, Entrepreneurship, Derivatives, Quantitative Analytics, Board of Directors, Business Strategy, Wealth Management, Capital Markets
Education
The University of British Columbia 1981 — 1986
Bachelor of Commerce (B.Com.), Finance, General
Ruskin Elementary
Natasha Amarshi Natasha Amarshi's Leith Wheeler Investment Counsel Ltd. Experience February 2011 - Present
Job Trade Operations and Settlements at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. February 2011 - Present
TD October 2010 - February 2011
Skills
Equities, Canadian Securities..., Trade Operations, Bonds, Bloomberg, Settlement, Corporate Actions, Securities, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Investments, Customer Service, Latent Zero, Advent, Banking, Sustainability
Education
Concordia University 2014 — 2015
Sustainable Investment Professional Certificate (SIPC)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC) Certification
Simon Fraser University 2005 — 2010
Bachelor of Arts (B.A.), Major Economics, Minor Labor Studies
St. John's School 1997 — 2005
Leith Wheeler Investment Counsel Ltd. February 2011 - Present
TD October 2010 - February 2011
Skills
Equities, Canadian Securities..., Trade Operations, Bonds, Bloomberg, Settlement, Corporate Actions, Securities, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Investments, Customer Service, Latent Zero, Advent, Banking, Sustainability
Education
Concordia University 2014 — 2015
Sustainable Investment Professional Certificate (SIPC)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC) Certification
Simon Fraser University 2005 — 2010
Bachelor of Arts (B.A.), Major Economics, Minor Labor Studies
St. John's School 1997 — 2005
Cindy Huang Cindy Huang's Leith Wheeler Investment Counsel Ltd. Experience June 2015 - Present
Job Portfolio Management Associate, Pensions & Institutions at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. June 2015 - Present
Leith Wheeler Investment Counsel Ltd. February 2012 - June 2015
Staff Systems Inc. January 2011 - December 2011
Skills
Marketing, Sales, Portfolio Management, Marketing Strategy, Team Building, Market Research, Investment Management, Strategy, Bloomberg, Investments
Education
McGill University 2006 — 2010
Bachelor of Commerce
CFA Institute
Canadian Securities Institute 2012 — 2013
Canadian Securities Course, Finance, General
Leith Wheeler Investment Counsel Ltd. June 2015 - Present
Leith Wheeler Investment Counsel Ltd. February 2012 - June 2015
Staff Systems Inc. January 2011 - December 2011
Skills
Marketing, Sales, Portfolio Management, Marketing Strategy, Team Building, Market Research, Investment Management, Strategy, Bloomberg, Investments
Education
McGill University 2006 — 2010
Bachelor of Commerce
CFA Institute
Canadian Securities Institute 2012 — 2013
Canadian Securities Course, Finance, General
Antoinette Ridout Antoinette Ridout's Leith Wheeler Investment Counsel Ltd. Experience June 2006 - February 2009
Job President Ridout Relocation
Industry Human Resources
Experience
Ridout Relocation November 2011 - Present
Leith Wheeler Investment Counsel Ltd. June 2006 - February 2009
CIBC Asset Management 2003 - 2005
Manulife Financial 1990 - 2003
Bruce Capital Corporation 1989 - 1990
Credit Suisse Canada 1987 - 1989
Skills
Portfolio Management, Fixed Income, Negotiation, Investment Management, Asset Managment, Investments, Wealth Management, Risk Management, Strategic Financial..., Business Development, Process Improvement, Investment Strategies, Strategic Planning
Education
Justice Institute of British Columbia 2010 — 2011
Third Party Mediation, Mediation & Negotiation
CFA Institute 1990 — 1993
Chartered Financial Analyst, Investment Management
American University 1984 — 1985
Master of Arts (M.A.)
University of Toronto 1981 — 1984
Bachelor's degree
The University of Western Ontario - Huron University College 1979 — 1980
Ridout Relocation November 2011 - Present
Leith Wheeler Investment Counsel Ltd. June 2006 - February 2009
CIBC Asset Management 2003 - 2005
Manulife Financial 1990 - 2003
Bruce Capital Corporation 1989 - 1990
Credit Suisse Canada 1987 - 1989
Skills
Portfolio Management, Fixed Income, Negotiation, Investment Management, Asset Managment, Investments, Wealth Management, Risk Management, Strategic Financial..., Business Development, Process Improvement, Investment Strategies, Strategic Planning
Education
Justice Institute of British Columbia 2010 — 2011
Third Party Mediation, Mediation & Negotiation
CFA Institute 1990 — 1993
Chartered Financial Analyst, Investment Management
American University 1984 — 1985
Master of Arts (M.A.)
University of Toronto 1981 — 1984
Bachelor's degree
The University of Western Ontario - Huron University College 1979 — 1980
Dianne Zelinski Dianne Zelinski's Leith Wheeler Investment Counsel Ltd. Experience 2007 - Present
Job Private Client Administrator at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. 2007 - Present
Skills
Equities, Performance Management, Fixed Income, Customer Service, Portfolio Management, Investments, Investment Management
Education
British Columbia Institute of Technology / BCIT
Human Resources
Leith Wheeler Investment Counsel Ltd. 2007 - Present
Skills
Equities, Performance Management, Fixed Income, Customer Service, Portfolio Management, Investments, Investment Management
Education
British Columbia Institute of Technology / BCIT
Human Resources
Bill Dye Bill Dye's Leith Wheeler Investment Counsel Ltd. Experience 1985 - Present
Job Head of Canadian Equities at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. 1985 - Present
Education
The University of British Columbia / UBC 1980 — 1985
Bachelor of Commerce (B.Com.)(Honours), Finance, General
Leith Wheeler Investment Counsel Ltd. 1985 - Present
Education
The University of British Columbia / UBC 1980 — 1985
Bachelor of Commerce (B.Com.)(Honours), Finance, General
Jerry Koonar Jerry Koonar's Leith Wheeler Investment Counsel Ltd. Experience June 2011 - Present
Job Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. June 2011 - Present
DundeeWealth Investment Counsel April 2009 - June 2011
HSBC Global Asset Management March 2004 - March 2009
Skills
Investments, Asset Managment, Investment Management
Education
University of Calgary 1989 — 1993
Bachelor of Commerce, Accounting and Finance
Leith Wheeler Investment Counsel Ltd. June 2011 - Present
DundeeWealth Investment Counsel April 2009 - June 2011
HSBC Global Asset Management March 2004 - March 2009
Skills
Investments, Asset Managment, Investment Management
Education
University of Calgary 1989 — 1993
Bachelor of Commerce, Accounting and Finance
Melody Binder Melody Binder's Leith Wheeler Investment Counsel Ltd. Experience June 2009 - August 2009
Job Senior Accountant at Deloitte
Industry Accounting
Experience
Deloitte Canada August 2014 - Present
Deloitte Canada September 2012 - September 2014
TD Bank Group July 2011 - September 2012
Institute of Asian Research September 2010 - December 2011
Pacific National Exhibition August 2006 - September 2011
Leith Wheeler Investment Counsel Ltd. June 2009 - August 2009
Skills
Time Management, Teamwork, Accounting, Microsoft Excel, Customer Service, PowerPoint
Education
University of Saskatchewan 2013 — 2014
Master of Professional Accounting (MPAcc)
The University of British Columbia 2008 — 2012
Bachelors of Commerce, Accounting
Deloitte Canada August 2014 - Present
Deloitte Canada September 2012 - September 2014
TD Bank Group July 2011 - September 2012
Institute of Asian Research September 2010 - December 2011
Pacific National Exhibition August 2006 - September 2011
Leith Wheeler Investment Counsel Ltd. June 2009 - August 2009
Skills
Time Management, Teamwork, Accounting, Microsoft Excel, Customer Service, PowerPoint
Education
University of Saskatchewan 2013 — 2014
Master of Professional Accounting (MPAcc)
The University of British Columbia 2008 — 2012
Bachelors of Commerce, Accounting
Geoff Taylor Geoff Taylor's Leith Wheeler Investment Counsel Ltd. Experience May 2008 - August 2009
Job Associate, Equity Capital Markets at TD Securities
Industry Investment Banking
Experience
TD October 2014 - Present
TD August 2011 - June 2014
Teekay Corporation May 2010 - August 2010
Leith Wheeler Investment Counsel Ltd. May 2008 - August 2009
Skills
Bloomberg, Equity Research, Corporate Development, Portfolio Management, Equities
Education
Queen's University 2007 — 2011
Bachelor of Commerce, Finance, Economics
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
National University of Singapore 2009 — 2009
BBA, Finance and International Business
TD October 2014 - Present
TD August 2011 - June 2014
Teekay Corporation May 2010 - August 2010
Leith Wheeler Investment Counsel Ltd. May 2008 - August 2009
Skills
Bloomberg, Equity Research, Corporate Development, Portfolio Management, Equities
Education
Queen's University 2007 — 2011
Bachelor of Commerce, Finance, Economics
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
National University of Singapore 2009 — 2009
BBA, Finance and International Business
Jose A. Gonzalez Jose A. Gonzalez's Leith Wheeler Investment Counsel Ltd. Experience June 2010 - September 2010
Job Analyst, Credit Trading and Analysis at Citigroup Global Markets
Industry Capital Markets
Experience
Citigroup September 2014 - Present
Citigroup September 2012 - September 2014
Citigroup January 2012 - August 2012
National Investment Banking Competition & Conference April 2010 - January 2011
Leith Wheeler Investment Counsel Ltd. June 2010 - September 2010
National Investment Banking Competition & Conference October 2009 - January 2010
UBC Student Leadership Conference May 2009 - January 2010
University of British Columbia June 2009 - August 2009
Canadian Imperial Bank of Commerce May 2008 - August 2008
Expigo Co. March 2007 - August 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Finance, Commodity, Valuation, Financial Modeling, Equity Research, Corporate Finance, Financial Services
Education
The University of British Columbia 2007 — 2011
Commerce (Honors), Finance, International Business
National University of Singapore 2011 — 2011
Citigroup September 2014 - Present
Citigroup September 2012 - September 2014
Citigroup January 2012 - August 2012
National Investment Banking Competition & Conference April 2010 - January 2011
Leith Wheeler Investment Counsel Ltd. June 2010 - September 2010
National Investment Banking Competition & Conference October 2009 - January 2010
UBC Student Leadership Conference May 2009 - January 2010
University of British Columbia June 2009 - August 2009
Canadian Imperial Bank of Commerce May 2008 - August 2008
Expigo Co. March 2007 - August 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Finance, Commodity, Valuation, Financial Modeling, Equity Research, Corporate Finance, Financial Services
Education
The University of British Columbia 2007 — 2011
Commerce (Honors), Finance, International Business
National University of Singapore 2011 — 2011
Ann Harkness's Leith Wheeler Investment Counsel Ltd. Experience 1998 - 1999
Job Manager, Investment Services at Public Guardian & Trustee of BC
Industry Investment Management
Experience
Public Guardian & Trustee of BC November 1999 - January 2015
Leith Wheeler Investment Counsel Ltd. 1998 - 1999
Royal Bank Investment Management May 1993 - May 1998
Skills
Team Leadership, Program Management, Microsoft Office, Marketing, Public Speaking, Non-profits, Portfolio Management, Investment Strategies, Nonprofits, Investments, Coaching
Education
The University of British Columbia 1989 — 1993
BCom, Business
Wirtschaftsuniversität Wien
International Business (exchange term)
Public Guardian & Trustee of BC November 1999 - January 2015
Leith Wheeler Investment Counsel Ltd. 1998 - 1999
Royal Bank Investment Management May 1993 - May 1998
Skills
Team Leadership, Program Management, Microsoft Office, Marketing, Public Speaking, Non-profits, Portfolio Management, Investment Strategies, Nonprofits, Investments, Coaching
Education
The University of British Columbia 1989 — 1993
BCom, Business
Wirtschaftsuniversität Wien
International Business (exchange term)
Gordon Gibbons's Leith Wheeler Investment Counsel Ltd. Experience June 1994 - Present
Job SVP at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. June 1994 - Present
Canada Trust January 1989 - June 1994
Skills
Pension Investing, Portfolio Management, Asset Management, Equities, Investments, Investment Management, Fixed Income, Hedge Funds, Chartered Financial..., Bloomberg, Derivatives, Risk Management, Alternative Investments, Investment Strategies, Asset Allocation, Quantitative Analytics, Equity Research, Wealth Management, Investment Advisory, Mutual Funds, Capital Markets, Investment Banking, Securities, Equity Capital Markets, Pensions, Pension Funds, Bonds, Investor Relations, Financial Modeling, Valuation, Cycling, Boxing
Education
Simon Fraser University 1982 — 1985
Bachelor's degree, Economics
Keil School Dumbarton Scotland
Leith Wheeler Investment Counsel Ltd. June 1994 - Present
Canada Trust January 1989 - June 1994
Skills
Pension Investing, Portfolio Management, Asset Management, Equities, Investments, Investment Management, Fixed Income, Hedge Funds, Chartered Financial..., Bloomberg, Derivatives, Risk Management, Alternative Investments, Investment Strategies, Asset Allocation, Quantitative Analytics, Equity Research, Wealth Management, Investment Advisory, Mutual Funds, Capital Markets, Investment Banking, Securities, Equity Capital Markets, Pensions, Pension Funds, Bonds, Investor Relations, Financial Modeling, Valuation, Cycling, Boxing
Education
Simon Fraser University 1982 — 1985
Bachelor's degree, Economics
Keil School Dumbarton Scotland
Marco Tang's Leith Wheeler Investment Counsel Ltd. Experience May 2014 - Present
Job Research Associate at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. May 2014 - Present
Education
Simon Fraser University 2008 — 2014
Bachelor of Business Administration (Honours)
University of Hong Kong 2013 — 2013
Bachelor of Economics and Finance (BEcon&Fin)
Leith Wheeler Investment Counsel Ltd. May 2014 - Present
Education
Simon Fraser University 2008 — 2014
Bachelor of Business Administration (Honours)
University of Hong Kong 2013 — 2013
Bachelor of Economics and Finance (BEcon&Fin)
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