Bradley Weldon

Vice President, Finance & Operations at Leith Wheeler Investment Counsel Ltd.

Bradley Weldon

Bradley Weldon

Vice President, Finance & Operations at Leith Wheeler Investment Counsel Ltd.

Biography

Brad Weldon joined Leith Wheeler in October 2005 as a Consultant and was responsible for all financial functions as well as day-to-day operations of the firm. In November 2006, he was promoted to Vice President, Finance and Operations and is currently responsible for the firm’s financial plans and accounting practices, as well as the operations of the corporate and fund accounting departments.

Brad articled with KPMG LLP (Vancouver) and provided audit and business advisory services to clients in the Financial Institutions and Real Estate Sectors. His experience at KPMG primarily focused on performing audits of various financial institutions such as investment dealers, asset managers and investment funds. Brad obtained his Chartered Accountant designation in 2003.

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Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Senior Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Senior Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Portfolio Manager, Fixed Income Analyst at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

Relationship likelihood: Average

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Bradley Weldon
Vice President, Finance & Operations at Leith Wheeler Investment Counsel Ltd.
Career History
Vice President, Finance & Operations
Tenure Unconfirmed

Leith Wheeler Investment Counsel Ltd.'s (LWIC) value-oriented Canadian Equity investment strategy seeks to invest companies that have some competitive advantage or franchise that will preserve the company’s ability to deliver attractive returns on capital. The firm realizes that the market usually recognizes and fully values these types of companies so they focus on finding solid businesses which may not be fully recognized by the market. Often these businesses may be under some temporary cloud or competitive pressure such that the franchise value is not clear to the market or the business lacks the speculative appeal or fad of the moment. LWIC takes meaningful positions in these companies and their culture that allows them to be patient until their investment thesis unfoldsLWIC's fixed income strategies emphasize consistency of returns and safety of capital by investing in notes and bonds issued by the Canadian federal and provincial governments and by corporations. As in the management of their equity portfolios, the firm focuses on the long-term outlook for interest rates and structures portfolios accordingly. A key component of our credit selection process is establishing a disciplined outlook for specific sectors of the fixed income credit market. Within each sector LWIC evaluates each individual security based on a rigorous bottom up analysis of the fundamentals of the business and the industry in which it operates.

Other Affiliations

Bradley Weldon is affiliated with Leith Wheeler Investment Counsel Ltd.

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