Seeing the big picture
Seeing the big picture
Seeing the
big picture in
in every detail.
every detail.
in every detail
OUR COMMITMENT
The Life & Legacy Promise
Live the life you desire, craft the legacy you deserve, and reclaim the time to focus on what matters most to you.
Time is two things:
- The most valuable asset we can ask for
- The only one we can’t buy more of
How we spend it is ultimately a reflection of how we live. We’re here to help you make the most of both.
And when time is well-spent:
- You know every decision was worth it
- You write a story worth remembering
Because a legacy is more than just the money you leave behind, it’s the reassurance that you made a lasting difference.
When a financial plan is customized to your exact needs, overseen by your dedicated family wealth advisor, and powered by a globally diversified portfolio, it won’t just help you live for today—it can ensure your legacy creates for generations.
Everyone has a story, but few can decide how it’s told or when it will be forgotten. Let’s co-author one that you can be proud of.
our services
Total Wealth Management
Your integrated investment portfolio and wealth plan should be as unique as you are. At Bellwether, our goal is to help you build lasting financial security, protect what you’ve worked hard to build, and create an enduring legacy that reflects your values.
Investment
Management
Sophisticated, personalized, and innovative—the three pillars of building diversified portfolios capable of exceeding expectations. Whether you’re focused on growth or planning for retirement, our strategies are designed and personalized for your specific goals.
Wealth
Planning
Our comprehensive financial planning services start with understanding your motivations—from there, we’ll create a customized roadmap to help you reach your goals and the confidence to set new, bigger ones that meet your evolving needs.
OUR VALUES
Why We Do It
by the numbers
Proudly North American
With coast-to-coast service and offices across the continent, we’ve brought global solutions to our clients’ doorstep—because our growth is grounded in your success.
1 Investor Economics Report, December, 2024.
2 Total amount shown is the combination of our Canadian and U.S. business as at March 31, 2025.
who we serve
Investors
Wealth isn’t a number on a screen; it’s the freedom to live for today and the reassurance that tomorrow is taken care of.
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
“I’ve given everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.”
Advisors
Success isn’t an isolated event; it’s the outcome of partnerships that support you to do more of what you do best.
“Since joining Bellwether, I have been supported to grow as an individual and as an advisor.”
“Since joining Bellwether, I have been supported to grow as an individual and as an advisor.”
“Having access to an internal marketing team, an in-house tax specialist, and an experienced portfolio management team means that I can focus on supporting my clients and growing my business.”
“Having access to an internal marketing team, an in-house tax specialist, and an experienced portfolio management team means that I can focus on supporting my clients and growing my business.”
“The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. Big enough to compete, but small enough to maneuver and innovate. That’s what I was after. That’s what I found in Bellwether.”
“The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. Big enough to compete, but small enough to maneuver and innovate. That’s what I was after. That’s what I found in Bellwether.”
Lasting Wealth
Strategies for Retirement
Although treated as an afterthought by some, our innovative approach to fixed income provides clients with the flexibility to grow their wealth, generate predictable income, and demonstrate superior resilience in an incredibly challenging environment.
Getting Ahead
Strategies for Growth
Investing for growth often comes with heightened volatility, but our global perspective, access to private investments, and century of collective experience allow us to unlock superior risk-adjusted returns without exposing clients to unnecessary risk.
Investor Resources
We know that education is a critical component of managing wealth with the entire family in mind. Access our latest reports, whitepapers, and videos on wide-ranging investment and planning topics so you can make informed, confident decisions about your future.
