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.

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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

$1m

Typical portfolio size of our affluent families

Top 50

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

$1.3b

Assets under management

30%

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.

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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

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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.

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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!

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Contact us

It's time for you to spread your wings.

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