Jamie Robb
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 […]
Lisa Dos Santos
Samantha Publicover
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 […]
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 […]
Amy Smith
Natalee Ducharme
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
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 […]
Deanne Locker
Ralph Alexander
Alan Fustey
Throughout his career, Alan has earned a reputation for understanding the complex needs of high-net-worth clients and charitable institutions. Importantly, he’s also learned how to best serve them over the course of four decades of experience in the fields of discretionary portfolio management, derivative securities, financial planning, and sophisticated investment strategies. As a founding partner […]
Sonny Aggarwal
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 […]
Ryan Carrier
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 […]
Mark Desagon
Mark Neil Desagon is a CFP and is responsible for implementing financial plans, insurance planning as well as trading. Originally from the Philippines, Mark holds a degree in Business with a major in Management from De La Salle University. From there he gained extensive work experience in the financial industry before moving to Canada. Mark currently […]
Terri Battaglia
Terri is a Senior Financial Planner on the Beaches team. She and The Beaches Group joined the Bellwether team in 2018 so they could take their clients’ growth and experience to the next level.
Caitlin Parlee
After over five years in the financial industry, Caitlin has cultivated a broad range of skills, from her early days with the Beaches Family Wealth team to her role at a financial dealership’s head office. Her experience spans both the MFDA and IIROC sides of the business, allowing her to support clients through a proactive, […]
Gerry Barton
Gerry has been in the financial services industry since 1983. Gerry joined the Beaches Group in 2015, three years before they joined Bellwether in 2018. In the past, Gerry as worked at a large IIROC investment firm as a Licensed Sales Assistant; a Branch Administrator, Assistant to Vice President of a boutique investment firm; and, […]
Brigitte Youngberg
Prior to joining Bellwether, Brigitte gained experience in the Legal and Human Resources industries—to name a few—and has spent time as an Executive Assistant. She also graduated from Humber College with a Legal Certificate. Brigitte’s love for people and a desire to give professional top-level service and support is what makes her feel most motivated at […]
Amy Lai
Amy joined Bellwether in 2018 and is a Portfolio Administrator on the Toronto team. Amy works with Family Wealth Advisor, Fabio Ventolini, to provide clients with the highest quality service.
Nadira Harvey
Nadira has 11 years of banking experience and 18 years of experience in the financial industry, on the MFDA side. Providing excellent customer service and receiving positive feedback from clients is what motivates Nadira most at work. Outside of work, she volunteers at her church, and enjoys reading and spending time with her family.
Connie Ferguson
Connie is a Marketing Assistant on the Haskings Financial team, in our Windsor office, working with Family Wealth Advisor, Howard Haskings, to serve clients.
Alzina Jones
Alzina has successfully completed the Certified Employee Benefits Specialist program of study with the International Foundation of Employee Benefit Plans, and is a CFP® professional. She has been active in the employee benefits field since 1986 and a member of the Haskings Financial team since July of 1998—Haskings Financial joined Bellwether in 2018. Clients appreciate […]
Jennie Moore
Carter Obando
Over the course of 2 years, Carter has consistently demonstrated his priority of delivering an exceptional client experience. During his time at Trent University, where he earned his degree, Carter volunteered in several student organizations while maintaining his position on the President’s Deans Honour Roll. While earning his financial accreditations, Carter has joined the Weichel & Associates team as a Portfolio […]
Suzi Wills
Suzi has been in the financial services industry since 1990. Suzi has always been client centric, and is an integral part of the Bellwether Family Wealth | Weichel & Associates team. An active community volunteer, Suzi has always supported and advocated for her local United Way, served on the board for the VON, and in […]
Deb Weichel
Deb oversees the operations of the Weichel & Associates team, which joined Bellwether in 2018. She has more than 25 years of experience in administration and bookkeeping. Her attention to detail contributes to the team’s commitment to service excellence. Thanks to her organizational skills, her colleagues can focus on what matters most: our clients. Deb […]
Liza Macdonald
Laura King
Lucy Cutting
Lucy manages the marketing, client relations and communications activities of the office. Her objectives are to provide excellent client support. She works continuously to ensure that we provide informative, interesting and useful support for our clients.
Ann Marie Deyoung
Ann Marie has worked as an administrative assistant in the financial services industry for 13 years. She enjoys working with people and strives to maintain a friendly and professional environment. Ann Marie is eager to help and takes pride in providing timely and accurate administrative services for all clients. Most of Ann Marie’s free time […]
Bob Sewell
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 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
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 […]
Bela Izzo
With over 25 years in the financial services industry, Bela brings a wealth of experience to the Burlington-Oakville team. Both her organizational skills and sincere client care exemplify her desire to foster long-term relationships with the team’s valued clients. Outside of work, Bela enjoys spending time with her family and friends, and crocheting while watching […]
Gord Archer
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
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 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
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 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 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 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
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
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
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
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
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
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
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
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; […]
Adam Murrell
Alan Cameron
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
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
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
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.
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 […]
Judy Soucy
Edward “Teddy” Leslie-MacDonald
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 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 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
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 […]
Balkarn Khabra
Linda Inthahack
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 […]
Aaron Fung
Ewa Kosinska
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
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 […]
Darlene Gayle Ferstl
Darlene has an Honours in Canadian Securities. In the past, she has excelled as an Executive Assistant at Elysium Wealth Management Inc. and Wellington West Capital; as well as an Account Officer and Tax Officer at Montreal Trust and Scotia Private Client Group. Darlene feels inspired when she is challenged and feels as though she […]
Alex Campeis
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 […]
Jacques Beaudoin
Jacques has over 35 years of experience in the Global Financial Service industry, Private Banking, and Discretionary Investment Management. He has extensive experience in Europe where he established new operations for a large Trust Company and also built strong expertise in restructuring the operations of a Private Bank in Switzerland. He led the operations of […]
Will Beacham
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 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 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
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
Trent has over 24 years of experience in the investment industry.
Agnes Lim
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 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 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 […]
Richard Mitchell
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 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
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 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 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 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 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 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
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
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.