Welcome to Bellwether Family Wealth | Alan Cameron
ABOUT Alan Cameron & Team
Bringing over 20 years of experience to provide sound, reliable financial advice to help you achieve financial independence and peace of mind. Alan leads a team committed to providing complete and comprehensive financial planning services to clients. Clients rest assured they are receiving the broadest and most responsive planning information and consulting possible.
As your Family Wealth Advisor, I put myself at the center of your financial affairs so I can see the complete picture, and ensure the advice and guidance you receive is in your best interest. To start, I take an in-depth look at every aspect of your financial life, and then work with you to create a comprehensive plan that sets you on the best course to achieve your life goals and retirement dreams.
We are part of a bigger family
Bellwether Family Wealth | Alan Cameron is part of the Bellwether Investment Management Inc. team. Bellwether is a hand-picked team of portfolio managers and family wealth advisors from across Canada.
The Sunday Money Show with Alan Cameron
Every 2nd Sunday, from 2:00 to 3:00PM EST
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 pay cheque 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 and Judie, BELLWETHER clients since 2012
The investment style is methodical, disciplined and, importantly, fulfils 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
Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs. But doing that is not only time-consuming, it's ineffective. Each professional you deal with will only have one piece of the puzzle. You may end up receiving conflicting opinions, or worse, advice in one area that may negatively impact another. When you work with Bellwether, you get a holistic approach that focuses on both the big picture and the details to protect your family tree.
Income diversification plan
Monitoring portfolio performance
Inter-generational wealth transfer
Wills and trusts
Power of attorney
Personal tax planning
Tax-free savings accounts
Individual pension plans
Group benefit plan
Business tax planning
Business succession planning
Critical illness insurance
Long-term care insurance
170 The Donway West, Suite 205
North York, Ontario M3C 2G3
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