Mike Wallberg

Mktg Head at Leith Wheeler, host of CFA Institute podcast, Enterprising Investor, award-winning freelance journalist, ex-CBC producer, dad. Opinions my own.

[Mike Wallberg @MikeWallberg]

@EmpiricalRP I enjoyed your full Feb 9 Reshoring piece. Any interest in talking with me about your findings on this topic, on the @CFAinstitute podcast,#GuidingAssets? https://t.co/OXOdD8qfQp

[Mike Wallberg @MikeWallberg]

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

[CFA Institute @CFAinstitute]

🎙️Dive into finance in the #GuidingAssets podcast episode: "The Ownership Dividend" Discover the paradigm shift in dividend thinking for U.S. investors. 📈💰 #Investing
🔗 Listen Here: https://t.co/V3nUxY3vlS

[Mike Wallberg @MikeWallberg]

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

[CFA Institute @CFAinstitute]

Kunal Kapoor, CFA, CEO of @MorningstarInc, discusses the rise of AI and its role in financial markets on this episode of Guiding Assets.
Download the latest podcast ➡️ https://t.co/V3nUxY3vlS
#AIFinance #GuidingAssets #FinancialMarkets

[Mike Wallberg @MikeWallberg]

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?

[Mike Wallberg @MikeWallberg]

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

[CFA Institute @CFAinstitute]

Tune in to the latest #GuidingAssets podcast with host Mike Wallberg, CFA, and Dan McGoey, CFA, as they discuss real assets.

Download ➡️ https://t.co/V3nUxY3vlS or where ever you get your podcasts.

#guidingassets #InvestmentIndustry #realassets

[Mike Wallberg @MikeWallberg]

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.

[CFC | FCC @cfc_fcc_]

We are grateful for the support of our National #VitalSigns partner! @Leithwheeler ’s understanding of the value of data-driven and community-grounded research is improving community well-being. #VitalSignsWeek

[Leith Wheeler Investment Counsel @Leithwheeler]

In his Revisionist History podcast, @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 @MikeWallberg https://t.co/KtbMYOFScR

[Mike Wallberg @MikeWallberg]

I couldn't agree more!

[Leith Wheeler Investment Counsel @Leithwheeler]

It has been an incredible 5 years and we couldn't be happier working with such a dedicated and passionate group of people - both @CommFdnsCanada and in all the member #communityfoundations across Canada! #DataRocks

[CFA Institute @CFAinstitute]

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 ➡️ https://t.co/V3nUxY43bq
#guidingassets #luxury #eft

[Mike Wallberg @MikeWallberg]

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

[CFC | FCC @cfc_fcc_]

Congratulations Barbara on winning @Leithwheeler 's #VitalSigns Scavenger Hunt! The competition was stiff, but Barbara came ahead and won a pair of Bose noise cancelling headphones!

[Mike Wallberg @MikeWallberg]

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...

[Leith Wheeler Investment Counsel @Leithwheeler]

New rules for registered #charities are now in effect, including Disbursement Quota bump from 3.5% to 5.0% of investable assets. We partnered with @NLawGlobal's @BlatchfordLaw @BryanMillman to produce a brief primer on the legal & portfolio implications: https://t.co/cWB5DIBqMT

[Vancouver Cherry Blossom Festival @OfficialVCBF]

2022 #HaikuInvitational Best British Columbia

a painting
in a puddle . . .
cherry blossoms

elehna de sousa
Salt Spring Island, British Columbia

Haiku Invitational presented by @Leithwheeler.

#Haiku #CherryBlossoms

[TopForty @Top40_40]

https://t.co/3GkcIzkqBB

[TopForty @Top40_40]

“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

[Mike Wallberg @MikeWallberg]

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. https://t.co/nAaHW7azLM

@CFAinstitute

[CFA Institute @CFAinstitute]

Samara Cohen, Managing Director and Chief Investment Officer of ETF Index Investments for BlackRock, shares her thoughts on what the future holds for ETFs in today’s volatile market. Listen now. https://t.co/pNEFofLrFW

[Mike Wallberg @MikeWallberg]

@JWagstaffe The island from Lost?

[Mike Wallberg @MikeWallberg]

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

[CFA Institute @CFAinstitute]

How has investors' trust in financial services evolved? Listen here 🎧 https://t.co/pNEFofLrFW

#GuidingAssets #podcast #CFAInstitute

[Leith Wheeler Investment Counsel @Leithwheeler]

What a day to take in the #cherryblossoms at @VanDusenGdn for @OfficialVCBF's Sakura Days Japan Fair! While you're there, check out the gingko walks and #haiku sticks, supported by @Leithwheeler, and get your haiku on!

[Mike Wallberg @MikeWallberg]

Excited to head back to my journalism roots to host Guiding Assets, @CFAinstitute's reboot of global investment podcast, Take 15! Can't wait to share my conversations with leading minds in finance - subscribe here: https://t.co/nAaHW7azLM

[CFA Institute @CFAinstitute]

Our celebrated #podcast Take 15 returns this spring with a brand new name, a brand new host, but the same engaging conversations. Be sure to listen wherever you get your podcasts 🎧 https://t.co/pNEFofLrFW

[Mike Wallberg @MikeWallberg]

@AravindSitham @jasonpereira @pbroos1 @Byte_Sized_Blog @lady__bost What Group RESP provider/plan is this?