Bellwether Investment Management

Bellwether Investment Management Inc. ("Bellwether") is a boutique investment manager that offers tailored investment solutions for High Net Worth (HNW) investors, Foundations, Estates and Trusts utilizing its proprietary “Disciplined Growth” Investment Process.

Collectively, our portfolio management team have over 140 years experience in the investment industry

Bellwether provides discretionary investment management focused on North American investing and is dedicated to serving the distinct needs of High Net Worth individuals, Foundations, Estates and Trusts. Our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds. We also use pooled funds for distinct strategies such as our small and medium capitalization companies’ portfolio. These segregated strategies and our funds can be tailored to create the right solution for a wide range of investor circumstance.

Collectively, the portfolio management team have over 140 years experience in the investment industry. Their investment knowledge and disciplined approach to understanding how company profits impact future stock value, results in superior returns for their clients. Bellwether only invests in high quality, compelling opportunities with companies that have strong balance sheets with proven sustainable earnings growth.

Bellwether's investment philosophy is simple; companies with growing profitability inevitably produce above average returns.

A word about the logo

The robin is a sign of Spring; a new beginning; a fresh start. At Bellwether, our goal is to bring that fresh perspective to you based on the knowledge and experience of our partners and tailor our services to deliver the right solution to meet your objectives. The Bellwether team are guided by four key tenets: Focus, Innovation, Integrity and Discipline.