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\u2019s financial planning group, a private fund family, an offshore investment program, a Barbados-chartered bank that provided family office services, and a client base with responsibility for global equities and fixed income management. In each case, Bob has focused on serving the needs of affluent families in Canada and internationally.<\/p>\n\n\n\n
Prior to founding Bellwether, Bob led TD Waterhouse Private Investment Counsel (PIC), TD Bank\u2019s discretionary investment management division. Under his leadership, PIC grew from $8 billion to $15 billion in assets under management. He left TD and established Bellwether Asset Management, the parent company of Bellwether Investment Management Inc., in 2009. Bob has applied his broad experience in business building to Bellwether\u2019s strategy of growth in the highly fragmented \u201cboutique\u201d investment management business.<\/p>\n\n\n\n
Bob is a CFA charterholder, which is awarded by the CFA Institute in Charlottesville, Virginia, USA. The CFA Institute is the global association of investment professionals that promotes the highest ethical standards and ongoing education for investment managers. He is also a Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Certified Financial Planner (CFP), and Certified Investment Manager (CIM).<\/p>\n\n\n\n
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