Fly without the fear of falling.
Fly without the fear of falling.
Bellwether safeguards the future for affluent families as well as businesses, non-profit organizations, pension plans and foundations.
Our investment team, comprised of portfolio managers, is held to the highest standard in the industry. Our family wealth team, made up of skilled financial planners, has wide-ranging expertise in insurance, taxes, real estate and estate planning to help you achieve your financial goals.
We're smaller than the banks so you never feel like a number, but we're one of the 50 largest discretionary management firms in Canada (according to Strategic Insights survey), so you get wide-ranging expertise and plenty of experience. Plus, our fees are likely lower than what you're paying now. Are you ready to spread your wings? Let's get started.
Transparency, Integrity, Focus, Team Work
At Bellwether Investment Management Inc. we understand that entrusting strangers with your future is not an easy thing to do. So our team puts great care into building a strong relationship that goes beyond your portfolio, and ensures that you and your family will never have to trust strangers with your hard earned wealth again. With Bellwether, you’ll look forward to your future.
At your service
Disciplined, responsible, performance-driven investment management is at the core of what we do for every Bellwether client. Families looking for a more holistic approach to their finances will also work with a skilled financial planner to ensure insurance, tax, estate and business planning is taken care of. Businesses, non-profits, pension plans, foundations and trusts can count on hands-on, responsive service and results in keeping with performance targets.
By the numbers
Typical portfolio size of our affluent families
Largest private investment counsel firms in Canada (according to Strategic Insights survey)
Assets under management
Growth of assets under management each year for the past three years
The dream team
They say it takes a village to raise a child—and we say it takes a team to manage the finances. Every client has at least one dedicated champion at Bellwether to provide personalized portfolio and planning attention. Behind the scenes, a team of business, charitable giving, risk management and tax experts ensures you achieve your dreams, and our investment committee meets regularly to ensure we hit your performance targets.
Many happy returns
Our goal is to achieve consistent, reasonable returns for our clients. If you're retired and your priority is income generation, we don't swing for the fences, we bring the runner home, base hit by base hit. If you're mid-career and growth is a priority, we don't bet the farm on global investments, we strategically plant seeds we're confident will grow. Our track record—which we're very proud of—isn't a matter of luck or timing. It's the result of our standardized processes, which we follow with every one of our clients.
Check us out for yourself
We're on the radio
Listen to Bellwether's Alan Cameron every other Sunday
from 11 a.m. to 12 p.m. on NEWSTALK 1010's Sunday Money Show.
Put us in the hot seat
Download the Portfolio Manager's Association of Canada's guide to selecting the right portfolio manager—then ask us the questions they recommend!
It's time for you to spread your wings.