Locations: Oakville

Oakville, ON

Soma Choudhury

Soma Choudhury

Soma serves as the Chief Legal Officer of Lorne Park Capital Partners and the Chief Compliance Officer of Bellwether Investment Management Inc., a wholly owned subsidiary of Lorne Park. She is a seasoned legal and compliance executive with over 20 years of experience across wealth management, asset management, and private equity. She brings deep expertise […]

Sukhman Thind

Sukhman Thind’s half-decade of experience in client-facing roles has honed his expertise across investment operations and client account management. Known for his collaborative approach, Sukhman works closely with advisors to streamline administrative processes and ensure every client interaction is met with care and efficiency. His commitment to a seamless client experience makes him a natural […]

Dina Le

Dina Le’s decade of experience is based on a simple premise: the strength of an investment firm is only as reliable as the systems that sustain it. As a key member of Bellwether’s operational infrastructure, she’s closely involved with investment reporting, account documentation, regulatory compliance, and coordinated portfolio workflows—building the foundation that advisors can rely […]

Natalie Vidal

Natalie Vidal has spent over a decade where people strategy and business strategy converge—and in that time, she’s shown that the best organizations don’t treat them as separate disciplines. As Senior HR Partner and Operations Specialist at Bellwether, she works across workforce planning, culture development, and operational leadership to build an environment where people and […]

Amira Fouad

Woman with long dark hair and a black top smiling at the camera against a plain white background.

With over 6 years of experience and a wide portfolio of published work spanning graphic design, web design, animation, and video editing, Amira has come to master and refine the creative process through her commitment to timeliness, attention to detail, technical knowledge, and industry best practices. Known for her innate understanding of branding and visual […]

Sonny Aggarwal

Sonny Aggarwal, wearing glasses and a dark suit jacket over a white collared shirt, smiles at the camera against a neutral background.

Sonny has over 25 years of experience in the investment industry.  Prior to joining Bellwether in 2025, Sonny was a Lead Portfolio Manager at Mackenzie Investments focusing on US Small and Mid-Cap Equities. His team was responsible for managing $7B in assets.  Prior to that, he worked as a Senior Hedge Fund analyst at Picton […]

Bob Sewell

A man with short dark hair, wearing a dark suit jacket and white collared shirt, smiles at the camera against a plain background.

Robert (Bob) Sewell, Founder & Chairman, is an industry veteran with over 30 years of investment experience. His accomplishments include the development and management of a wide range of wealth management businesses, including the Royal Bank’s financial planning group, a private fund family, an offshore investment program, a Barbados-chartered bank that provided family office services, […]

Carlo Pannella

Carlo Pannella, a middle-aged man with short dark hair, glasses, and a trimmed beard, wears a navy blazer over a light-colored shirt as he poses against a blurred background.

Carlo is a Chartered Professional Accountant with over twenty years of experience in senior finance and operational roles. Carlo also earned a Bachelor of Business Administration degree from the Schulich School of Business, where he was awarded a full four year scholarship for academic excellence. Prior to joining Lorne Park Capital Partners Inc. (Bellwether’s Parent […]

Phillip Ackers

Phillip Ackers, a middle-aged man with short gray hair and a trimmed goatee, wears a dark suit, white shirt, and tie as he poses against a plain background.

With over 35 years of experience, Phillip has helped countless advisors and firms across North America realize and maximize their potential. With significant tenures at TD and Sun Life, as well as a breadth of consulting engagements focused on practice management, he’s consistently demonstrated that true partnerships are based in shared success. Phillip has worked alongside industry peers […]

James H. Craig Esq.

A man wearing glasses, a dark suit, white shirt, and blue tie, smiling at the camera against a plain background.

With over two decades of experience, James possesses an expert-level understanding of advanced financial planning and tax efficiency. Throughout his career, he has worked with several of Canada’s largest financial institutions, advising numerous high-net-worth families within family office environments. His professional background also includes roles at a national accounting firm, a law firm, and the […]

Edward “Teddy” Leslie-MacDonald 

A man with curly brown hair and a mustache smiles, wearing a tan blazer over a white collared shirt, resembling Teddy Edward Leslie-MacDonald, against a plain background.

With a Master’s Degree in English Literature, Teddy also has a year of experience in content writing and 6 years of experience in academic writing.  He has a penchant for cooking, and when he is not at work, you would find him playing disc golf or pool. 

Daria Smirnova

Daria Smirnova, with shoulder-length light brown hair, wears a dark blazer and a thin chain necklace, looking forward with a neutral expression.

Daria Smirnova leverages both her practical startup experience and formal education to excel in planning, implementing, and executing marketing strategies. Passionate about all things digital and skilled in crafting content, Daria elevates the Bellwether brand through innovation. Beyond work, Daria finds joy in reading and travelling.

Daniel Peart 

Daniel Peart, wearing a dark blue suit jacket and white shirt, smiles at the camera against a plain background.

Daniel Peart brings over a decade of marketing experience to the organization. With a passion for connecting strategic thinking to action, his keen focus on increasing brand awareness positions Bellwether as the premier independent family wealth alternative for anyone seeking out financial services across North America.

Caroline O’Brien 

Caroline OBrien, with shoulder-length wavy blonde hair, is wearing a black blazer and white top, smiling at the camera against a plain background.

Prior to joining the team, Caroline was a quality assurance bilingual representative at Fidelity Investments. She graduated with a Bachelor of Commerce, with a major in Economics and a minor in French studies from the University of Toronto. Caroline is always looking to learn. The opportunity to learn something new every day motivates her to […]

Linda Inthahack 

Linda Inthahack, a woman with long black hair wearing a black blazer and light-colored top, smiles at the camera against a plain background.

Linda is a graduate of St. Clair College and holds a Business Administration diploma. Prior to her role at Bellwether, she worked at the McCarthy Tetrault law firm for four years. Throughout her professional career she has acquired skillsets and experience in various office settings, which include: working at an Advisors office at Progress Capital […]

Ewa Kosinska 

Ewa Kosinska, a woman with short brown hair, wears a mustard yellow sweater and a patterned scarf tied around her neck, facing the camera against a plain background.

Ewa is a member of our Operations team. Before joining Bellwether, she gained extensive experience in fund accounting and client relationship roles from some of the most established companies in the industry. She is a graduate of the University of Toronto, holding an Honors Bachelor of Science degree in Actuarial Studies. Ewa loves to explore […]

Nick Rybka 

A man with short brown hair and a beard is smiling, wearing a blue suit jacket and a white collared shirt against a plain background.

Nick is a graduate of Brock University, from which, he received his Bachelor of Business Administration. Prior to his role at Bellwether, he was an Accounts Payable Administrator at Pustateri’s Fine Foods, as well as a Summer Student at the Region of Peel. Nick is eager to learn new things, gain new experiences, and build […]

Alex Campeis

A middle-aged man with glasses, a light beard, and mustache—Alex Campeis—wears a blue suit jacket and light blue shirt, facing the camera with a neutral expression.

Alex manages our Operations team and plays an integral role in ensuring the smooth execution of Bellwether’s day-to-day operations. Prior to joining the Bellwether team, Alex was the Manager of Operations at Front Street Capital; an Investment Representative for Tuscarora Capital Inc. (an affiliate of Front Street Capital); and, earlier in his career, an Assistant […]

Will Beacham

Will Beacham, a middle-aged man with light hair and glasses, is wearing a dark suit, white shirt, and patterned tie, posing against a blurred background.

William Beacham is a Portfolio Manager with over 25 years of experience, having positions with HSBC Global Asset Management and three major Canadian banks. In 2022, he joined the Bellwether Investment Management investment team, focusing on private market investments within Alternative Income, Global Real Estate & Infrastructure, and on global equities in the healthcare, IT, […]

Jelena Petranovic

Jelena Petranovic, a woman with short brown hair, wears a black blazer and white blouse, facing forward with a neutral expression against a plain background.

Jelena is an investment analyst with over 15 years of experience in finance. She has a Certificate in Fixed Income Trading & Sales, a Certificate in Equity Trading & Sales and a CIM. She loves to study and learn. Jelena believes we should learn something new every day. When not at work, she loves to […]

Agnes Lim

Woman with long dark hair, wearing a grey blazer and top, smiling at the camera against a plain background.

Agnes holds a Bachelor of Commerce degree with Honours, from the University of Toronto. Previously, she has worked as an Associate, Marketing Services at Connor Clark and Lunn Financial Group; Associate Director, International Business Development at MacKay Shields LLC; Senior RFP Writer, Manager at OppenheimerFunds Inc.; Director, International Business Development at AGF Funds Inc.; and […]

Eli Papakirykos

Eli Papakirykos, a man with short dark hair, glasses, and a pinstripe suit jacket over a white collared shirt, smiles at the camera against a plain background.

Eli has been working within the investment field, utilizing his skills to assist with the decision-making process for institutional and private wealth clients, since the mid-2000s. He received his Masters of Arts Economics from the University of Toronto, as well as his Honours Bachelor of Arts Economics degree from University of Western Ontario. Eli’s career […]

Wayne Wiggins

Wayne Wiggins, a bald man in a blue suit, blue shirt, and patterned tie, poses for a professional headshot against a plain background.

Wayne has over 25 years of experience in the investment industry. Prior to joining Bellwether, he was Head of HSBC Global Asset Management (Canada) Private Client investment business and a member of the Board of HSBC Trust Company (Canada). Wayne developed an avid interest in the markets while completing his university education. This avid interest […]

David O’Neil

David ONeil, a middle-aged man in a suit, white shirt, and striped tie, smiles at the camera against a plain background.

David is a registered Portfolio Manager with over 22 years of experience helping investors preserve and grow their financial legacies. Through his holistic approach and network of multidisciplinary experts, he helps affluent families navigate the many complexities that come with wealth. David has an impressive track record of risk management, delivering an exceptional client experience, […]

Steve Meehan

Steve Meehan, a middle-aged man with light skin, short light brown hair, and a trimmed beard, wears a white shirt and dark blazer while smiling at the camera.

Steve has been in the financial industry for over 20 years. During which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC) which was sold to IGM Financial in 2004, a member of the Power Financial group of companies. After IPC’s purchase, Steve carried on as CEO and continued […]

Georges Nasr

Georges Nasr, a man with short dark hair, is seen wearing a dark patterned blazer and white shirt, smiling at the camera against a plain background.

Georges has extensive experience in private equity and investment management, with a focus on financial services. Before joining Bellwether, Georges served as an executive at 1251 Capital Group, a private equity firm focused on investment opportunities within the specialty insurance and asset management sectors. He played a key role in building a diverse portfolio of […]

Susan Schulze

Susan Schulze, a woman with long blonde hair, wears a white blouse and gray vest, smiling at the camera against a plain background.

Susan has over 20 years of experience in the investment industry. She started out as an advisor and then moved into a Senior Leadership role for a Nationally based financial planning company. Susan has her CPA designation; prior to being in the investment industry, she was a senior auditor at a large accounting firm. She […]

Craig Ellis

Smiling middle-aged man with a short beard, wearing a blue blazer and patterned shirt, facing the camera against a plain background.

Craig has been managing discretionary investment portfolios for affluent families, trusts, and foundations since the early nineties. Prior to joining Bellwether, Craig was Head of Portfolio Management for the private client business at HSBC Global Asset Management (Canada). Craig led a national team of portfolio managers, responsible for managing roughly $2.5B in assets. He was […]

Julianna Varpalotai-Xavier

A middle-aged woman, Julianna Varpalotai-Xavier, with short blonde hair wearing a black blazer, white blouse, and a necklace, faces the camera with a neutral expression.

Julianna has been in the investment management industry for over 25 years.  She is a CPA, CA and has an MBA from the University of Cambridge. Over the course of her career, she has had extensive experience working with affluent families, institutional clients and advisors. In her free time, Julianna enjoys reading and skiing.