Team Member Categories (Head Office): Executives

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 […]

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 […]

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.