Team Member Categories (Head Office): Investment Team

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

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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, […]

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 […]

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 […]

Jeff Palles 

Jeff Palles, a man with short brown hair, is smiling, wearing a dark blazer over a light-colored shirt, against a plain black background.

Jeff is a portfolio manager and investment counsellor with extensive experience in discretionary portfolio management, derivative securities, financial planning and investment strategies for high-net-worth private clients. He has worked in the Canadian financial services industry since 1996. Jeff holds a Bachelor of Commerce degree from the University of Manitoba and has completed numerous financial industry […]

Alan Fustey

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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 […]

Trent Smith

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Trent has over 24 years of experience in the investment industry.

Agnes Lim

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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 […]

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 […]