Bellwether Family Wealth.
Protect your family tree.
Let's talk Team.
Since the Windsor team is part of the larger Bellwether team, we thought we should tell you a bit more about Bellwether Family Wealth's story.
Bellwether Family Wealth is a division of Bellwether Investment Management Inc., a boutique investment manager that offers tailored investment solutions and safeguards the future for affluent families and investors, as well as businesses, non-profit organizations, pension plans and foundations.
Bellwether's diverse team of Portfolio Managers and Family Wealth Advisors ensure families with big dreams can achieve their financial and life goals without losing sleep.
By offering tailored portfolio management and holistic financial planning services all in one place Bellwether has created an approach that inspires confidence and minimizes the organizational burden on busy families.
Need to finance your children's education?
Want to buy an investment property?
Dream of purchasing a cabin in the woods?
The team will help you get there.
Tax planning, insurance assessment, estate planning and investment management—understanding the full money picture can be a puzzle. The holistic services offered by the entire team at Bellwether Investment Management Inc. will put all the pieces together for you.
WINDSOR TEAM At your service
We serve individuals, families and businesses in and around the Windsor and Southern Ontario region.
- Get on track to become a homeowner
- Create distinct plans for future education
- Build your future
- Prepare for life's uncertainties
- Plan for the retirement retirement you deserve