Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together.

 

How we're different
Flying-hero

See how we're operating during the COVID-19 pandemic

Dreamteam

The best investment is in relationships.

You shouldn’t have to trust a stranger with your future, so consider this our first life chat. Since we’re a values-based organization, let’s start with our beliefs. Here they are.

#1 Trust is earned one conversation at a time.
#2  Your interests come before ours.
#3  Teamwork gets the best results.
#4  Good decisions come from discipline.
#5  Innovation is the answer to uncertainty.
#6  A global approach reduces risk.

Are you ready to share your beliefs? Let’s talk.

meet your dream team

By the numbers

Top 50

Largest private investment counsel firms in Canada (according to Strategic Insights survey)

$1.3B

Total combined value of Bellwether assets under management

+30%

Growth of assets under management each year for the past three years

Review-portfolio-v3

Are you on the right track? We'll tell you—for free!

Are you invested in the right things to reach your goals? Is your risk tolerance actually reflected in your portfolio? Are you paying too much in fees? Bring us your performance report from your bank or broker and we'll offer our advice.

Book your meeting

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Live off your nest egg

If you’re almost retired or already there, time is your most precious asset and money is how you’ll make the most of it. How much do you need and what’s the best way to invest it? Here is some helpful advice.

STRATEGIES FOR RETIREMENT

Grow your nest egg

Financing the kids’ education? Investing an inheritance? Recovering after a divorce? Planning for early retirement? We answer the top questions about investing for growth, including our strategy.

STRATEGIES FOR GROWTH
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