Team Member Categories (Head Office): Client Relationship Managers

Jamie Robb

Jamie Robb - Family Wealth Advisor

For more than twenty-five years, Jamie has worked with Canadian families and business owners to help them get more out of their wealth: managing it, protecting it, and eventually passing it on. With a view that legacies are built and reinforced over time, his advice centres on the idea that a life well lived is […]

Laura Sewell

Laura Sewell

Laura joined Bellwether Investment Management as an Associate Family Wealth Advisor after building a successful career in business development, account management, and client relationship management. Throughout her career, she has partnered with clients to navigate important decisions and develop thoughtful solutions aligned with their goals. Originally from Ontario, Laura has called Calgary home for the past six years […]

Ryan Carrier

Ryan Carrier, wearing a blue suit, white shirt, and striped tie, is smiling at the camera.

Ryan offers you and your family a clear, confident approach to your financial well-being. Understanding that every client’s situation is different and using a customized approach, we offer a combination of investments and planning tools to match your ever-changing needs. Ryan believes planning for the future shouldn’t be hard if you have someone in your […]

Gord Archer

A bald man wearing glasses, a dark suit, and a patterned tie, smiling at the camera against a transparent background.

Gord’s 20 years of industry experience have been fuelled by his core belief—financial solutions are truly comprehensive only if they’re tailored to each family’s unique needs, wants, and goals. The world of investments, loans, taxes, and insurance is complex, but by taking the time to communicate them clearly, he can alleviate client anxiety and help […]

Gord Moore

A middle-aged man with short gray hair, wearing a dark jacket and checkered shirt, smiling at the camera against a plain background.

Over the past 30 years, as a financial advisor, Gord has come to realize that regardless of their background, people seem to have similar financial goals. Some of the most common goals include providing an education for their children, traveling the world, having a comfortable retirement, and leaving a legacy for future generations. His approach […]

Howard Haskings

Howard Haskings, a man in a suit and patterned tie, is facing forward and smiling, with short light brown hair and a light skin tone against a plain background.

Howard has been providing financial advice and planning since 1985 and founded a fully licensed financial planning organization called Haskings Financial Services Inc. in 1998. He is a CFP® professional, chartered life underwriter (CLU), chartered financial consultant (ChFC) and a certified health insurance specialist (CHS). He also served on the National Board of Directors for […]

Fabio Ventolini

Fabio Ventolini, a man with short brown hair and glasses, is wearing a navy suit jacket and white shirt, smiling at the camera against a plain background.

For 20 years, Fabio was with Investment Planning Counsel, as President of ECC Group and President of Comprehensive Financial Planning Group. His love for the industry stems from the joy he feels for helping people achieve their financial goals, and help them work through unexpected financial circumstances. And enjoys working out multi-faceted strategies incorporating tax, […]

Richard Heinrich Jr 

Richard Heinrich Jr, in a gray suit jacket, white dress shirt, and blue striped tie, smiles at the camera against a plain background.

Richard joined The Beaches Group in 2021, but has been exposed to the financial services industry since his formative years. As a Family Wealth Advisor, Richard’s has committed his career to making a tangible difference in his clients’ lives and believes that every day is an opportunity to do so. To him, it’s more than […]

Chris Jardine

Chris Jardine, a bald man with a beard, wears a blue suit, light pink shirt, and blue patterned tie, smiling at the camera against a white background.

Chris was initially born and raised in a small town in the southwest of Scotland. Before moving to Canada, he worked in a family-run funeral business for several years. “I have always had a strong need to help others. During my experience in the funeral business, I came across too many people with life regrets […]

Richard Heinrich 

Richard Heinrich, a man with short gray hair and a goatee, wears a gray suit, white shirt, and red patterned tie, smiling at the camera against a plain background.

Richard has been in the financial services industry since 1992, and as a Financial Planner at an investment planning firm since 2005. His experience working with investment firms has helped him develop his expertise in analytical research and disciplined investing. He and The Beaches Group joined the Bellwether team in 2018 so they could take […]

Mark Parlee

A middle-aged man in a navy suit and striped shirt smiles at the camera. He has short, neatly styled hair and a purple pocket square.

Prior to joining Bellwether, Mark was at an investment planning firm between 2006-2018, Edward Jones between 2001-2006, and London Life between 2000-2001. Mark’s priority and greatest motivator is to provide the best service and advice he can, and to be there when people need him most. He has made multiple media appearances, appearing on BNN, […]

Dan Beyaert

A man with short brown hair, glasses, and a beard wearing a light blue collared shirt, smiling at the camera.

Dan Beyaert has been in the financial industry since 1999 and since that time has built a thriving financial planning practice. Dan stays active with the public outside of his practice. He has taught retirement courses for several school boards as well as corporations. In addition, Dan’s advice has been featured on CTV, the Globe and […]

Tarren Jank

A man with light brown hair and glasses wearing a black suit jacket and white collared shirt, facing forward against a plain background.

Tarren has been in the financial industry for over 5 years.  He has a strong background in financial planning and graduated with a business diploma, majoring in accounting. He joined Weichel and Associates in 2021 and brings with him a positive attitude and an eagerness to contribute to the team’s success by providing top-of-the-line service […]

Tom Weichel

A middle-aged man with gray hair in a dark suit and white shirt, smiling at the camera against a plain background.

Tom Weichel has been providing professional investment advice to clients for over 30 years. For decades, his clients have relied on his expertise to maximize their wealth so they can realize their life goals. Both business owners and families come to Tom seeking expert investment advise, skilled financial planning and dependable service. With the coordinated […]

Naguib Kerba

Man with short gray hair, glasses, and mustache, resembling Naguib Kerba, wearing a blue blazer, light blue shirt, and dark sweater, facing forward against a transparent background.

Naguib has been in business since 1992. Since his career began, Naguib has been quite active in the industry; working with a National investment firm and its predecessors for the majority of his career. His involvement includes: the FPSC, on various committees; CIPFs, in several activities; FPA, as Advisory committee Chair; as well as the […]

Kelsey Doiron 

A woman with long brown hair is wearing a black top and smiling while facing the camera against a plain background.

Kelsey Doiron is a dedicated Family Wealth Advisor born and raised in Nova Scotia. She graduated from St. Francis Xavier University with a degree in Finance and has been working in the industry for over five years. Kelsey is committed to continuous learning and excellence in financial planning and investment management.  Passionate about organization and […]

Robert Boutilier

A middle-aged man with short brown hair, a beard, and mustache—Robert Boutilier—wears a blue dress shirt and dark blazer, facing forward against a plain background.

With over 35 years of experience in the financial services industry, Robert is a trusted Senior Family Wealth Advisor at Bellwether Family Wealth. Holding designations as a Registered Financial Planner (RFP), Certified Financial Planner (CFP), and Chartered Investment Manager (CIM), Robert brings extensive expertise in wealth management, financial planning, and investment strategies.  Throughout his career, […]

Ken Serbu

An older man with short gray hair, glasses, and a trimmed beard, wearing a dark suit jacket over a white patterned shirt, smiling at the camera.

Ken has been working in the investment field assisting High Net Worth families for the past 30 years. He is a Chartered Investment Manager (CIM) and has a Bachelor of Management. Throughout the years, he has occasionally been profiled in “Money Sense”. Ken feels that helping clients understand the dynamics and complexities of managing wealth; […]

Alan Cameron 

Alan Cameron, a middle-aged man with short hair and a beard, wearing a dark suit jacket over a white collared shirt, poses against a plain background.

Alan has been a practicing financial advisor since 1993. Prior to moving to Toronto in 1999, he was the Branch Manager and owner of the London office of Investment Planning Counsel, which included eleven other investment professionals. Prior to that, he spent more than two years as an index options trader. He also operated several […]

Jeremy Voss

Man with short gray hair wearing a dark suit jacket and light blue dress shirt, smiling at the camera against a white background.

Jeremy has his Master’s in Business Administration. He has been in the financial industry for almost 20 years; always keeping client satisfaction as his highest priority and motivator throughout his career. In his spare time, he enjoys going outdoors and giving back to the community through volunteer work.

Dale Hall

A man wearing blue-rimmed glasses, a dark suit, white shirt, and blue tie, posed against a plain background.

Dale is a member of the highly skilled team of professionals in Brantford. The team’s approach to the client experience ensures we have a complete understanding of the client’s needs and sets the foundation for a prosperous long-term relationship. Covering investment strategy, financial decisions, planning for all life’s great moments, while integrating risk management for […]

David Owen  

A middle-aged man with short light hair, wearing glasses, a light blue shirt, and a blue checked blazer, smiling at the camera against a plain background.

With many terrific client success stories to point to, David leads a skilled team of professionals who work with clients with specific characteristics. This approach ensures a complete understanding of the client’s needs and an excellent foundation for a long-term relationship. Covering investment strategy, financial decisions, planning for all life’s great moments, while integrating risk […]

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 […]

Alan Fustey

A middle-aged man with gray hair wearing a gray blazer and blue checkered shirt, smiling at the camera against a plain background.

Alan is a senior portfolio manager and author who has worked in the Canadian financial services industry for the past 30 years. He has managed client portfolios using an investment philosophy which maximizes the benefits of exchange-traded funds (ETFs) as the core holdings. Alan also has extensive experience in discretionary portfolio management, derivative securities, strategic […]

Richard Mitchell

Richard Mitchell, wearing a blue checked suit, light-colored shirt, and purple tie, faces forward and smiles slightly.

Richard has over 25 years of experience in the investment industry. Before joining Bellwether in 2023, he worked with a broad range of institutional and high-net-worth investors, including global investment fund managers, multi-billion-dollar pension funds, and corporations, providing both advisory and consulting services. Richard holds a Bachelor of Arts from the University of Waterloo, where […]

Caroline Shutt 

Caroline Shutt, a woman with long blonde hair and a black top, is smiling at the camera against a plain background.

Caroline has worked in the industry for more than a decade and is currently pursuing her Chartered Investment Manager (CIM®) designation. Her career has spanned the full spectrum of financial services, which she’s combined to redefine what comprehensive wealth management really means. Through her holistic approach, Caroline has earned a reputation for being proactive, thoughtful, and seeing […]

Bill Shutt

Older man with short gray hair wearing a dark blazer and light blue button-up shirt, smiling at the camera against a plain background.

Bill has worked in the financial services industry for over 35 years. He joined the Bellwether team as a Family Wealth Advisor in 2019, looking to elevate his clients’ experience and offer them a more holistic approach to financial planning. Bill believes every client’s financial circumstances and goals are unique to them, so his goal […]

Janine Guenther

Janine Guenther, a woman with short blonde hair, wearing a navy blue top and a necklace, smiles at the camera against a plain background.

Janine has over 30 years of industry experience, but her passion for understanding client needs and delivering an exceptional experience started much earlier than that—at her family’s local grocery store in Starbuck. Growing up in a small town near Winnipeg taught her the value of community involvement and volunteer work. As a daughter, she understands […]

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, […]