Our Roots

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.

Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their
needs…

While the roots of the company go back further, Bellwether Investment Management was formed by the merger of TWP and Company and Bellwether Investment Management (wholly owned by Bellwether Asset Management) in December 2009.

John Wood, the founder of TWP and Company (former CEO and major shareholder of 20/20 Financial), formed TWP as a result of his experience implementing investment policies and procedures developed when he was the Chair of the Canadian Olympic Committee’s (COC) Investment Board. His review of fund performance and structure led him to apply a more disciplined approach to managing investments. In turn, this disciplined growth management style, led to lower costs and significantly improved performance.

John formed TWP and Company in 2005 with a commitment to a “Disciplined Growth” investment philosophy; this approach underpins all investment decisions and has been employed by TWP and Company since their inception.

Bellwether Asset Management Inc. was formed in 2009 by Bob Sewell, a seasoned investment executive with over 20 years financial experience advising High Net Worth (HNW) investors. Prior to forming Bellwether, Bob was the Senior Vice President in charge of TD Waterhouse Private Investment Counsel, the discretionary investment management division of the TD Bank. His experience in global equities and fixed income portfolio management has permitted him to develop an extensive knowledge of investing and financial planning.

Bob’s understanding of the ever increasing complexity faced by HNW investors and his extensive professional credentials has allowed him to apply a tailored solutions approach to specific investor scenarios. This “Tailored” approach to investment management forms the basis of Bellwether Investment Management.

As the two principals joined companies to form Bellwether Investment Management, their investment philosophies were also merged. Simply, Bellwether’s strategy is straight forward; Disciplined Growth investing with a Tailored approach to meeting the needs of HNW investors.