Tailored Portfolio & Investment
Management Solutions

Find out for yourself if we walk our talk.

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.

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.

Strength in Numbers

90+

Professionals

$3.3B

Assets Under Management
(CAD)

Top 35

Largest private investment counsel firms in Canada

3800+

Clients

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.

Sarah, BELLWETHER client since 2018

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.

Bill and Donna, BELLWETHER clients since 2018

I’ve given Bellwether 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.

Jackie, Bellwether client since 2010

The Bellwether Story

We are transparent in our words and actions, and committed to our partners.

The fiduciary standard should be the norm, not the exception.

We are more than simply the sum of our parts. We are in this together—when we win, we win as one.

We speak the truth and assume best intent, which strengthens the connection between our team and client.

We are problem solvers and innovators operating in an ever-changing environment, making the complex, simple.

Proven, repeatable processes deliver clear, consistent outcomes for everyone.

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.

Strategies for Retirement

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 Growth

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.