Bellwether Investment Management has evolved into a premier boutique investment management firm with several milestones along the way. The Bellwether News section is a quick way to share with clients and investors in general the roadmap that has been taken to achieve Bellwether’s current market success. Looking ahead we expect many more success stories and are delighted to be able to share these with investors.
- February 1, 2016
Bellwether’s parent, Lorne Park Capital Partners enters into Letter of Intent to purchase Index Wealth Management Inc.
Lorne Park Capital Partners has entered into a Letter of Intent to purchase Index Wealth Management Inc. Upon completion of the intended agreement, Index Wealth Management Inc. will become a division of Bellwether Investment Management Inc.
- September 22, 2015
Bellwether Investment Management purchases client base
Bellwether Investment Management, an independent boutique investment management firm specializing in North American dividend growth investing jointly announced with its parent company, Lorne Park Capital Partners Inc., the purchase of an advisor’s client base.
- August 15, 2014
Bellwether’s parent, Lorne Park Capital Partners announces closing of debenture issuance
Lorne Park Capital Partners Inc. announces closing of debenture issuance to fund future growth of Bellwether and partner firms.
- November 6, 2013
Lorne Park Capital Partners announces the completion of its qualifying transaction for listing on the Venture exchange
Bellwether’s parent company, Lorne Park Capital Partners Inc. announces the completion of the qualifying transaction that will lead to its public listing on the Venture exchange under the symbol, LPC.
- June 9, 2010
Bellwether Investment Management continues their multi-boutique growth strategy with the addition of archerETF as a new division.
Bellwether Investment Management Inc., Canada’s first “multi-boutique” investment manager dedicated to providing tailored solutions to High Net Worth families is pleased to announce the addition of archerETF.