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
We could’ve gone with a bank, but we don’t want to feel like client 9658. It comes down to personalized service, shared philosophy and the belief that we’re valued. I feel confident that we’re in good hands.
Doug, Bellwether client since 2012
By the numbers
Largest private investment counsel firms in Canada (according to Strategic Insights survey)
Total combined value of Bellwether assets under management
Compound annual growth of Bellwether's AUM since 2014