Bellwether Family Wealth is part of the Bellwether Investment Management Inc. team.

Bellwether is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together.

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Dreamteam

ABOUT THE BEACHES GROUP

Why we're different

Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs. But doing so is not only time-consuming, it’s ineffective. Each professional you deal with will only have one piece of the puzzle. You may end up receiving conflicting opinions, or worse, advice in one area that may negatively impact another.

At Bellwether Family Wealth | Beaches Group, we put ourselves at the centre of your financial affairs so that we can see the complete picture and ensure the advice and guidance you receive is in your best interest. We start by taking an in-depth look into every aspect of your financial life and then we work with you to create a comprehensive plan that sets you on the best course to achieve your goals and dreams.

Are you ready to protect your family tree? Let’s talk.

"Who's in charge of what?"

As a Bellwether client, you get everything you need, all in one place.

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Bellwether Family Wealth | Beaches Group is where your relationship with Bellwether is established and nourished. This is where your aspirations for the future are understood and your financial plan is made.

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Bellwether Investment Management is where the portfolio management team comes in and puts your plan into action. It's where your investment objectives are established and your portfolio is managed. And where your journey towards reaching your goals sets sail. 

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Together, we are your team of Bellwethers, leading you through your journey.

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Need help with your life plan?

Do you have enough insurance? Will you be able to afford to send the kids to university? What do you need in your will? Are you paying too much tax? Do you own a business or investment properties? You may need more than investment management. With Bellwether's team of certified financial planners, you get tailor-made investment management plus help managing life.

Starting your journey

If life is a journey, then your financial plan is your road map and your investment program is where the rubber hits the road. Your Bellwether team will help you chart a course, prepare wisely for the trip, make any necessary adjustments and be your trusted travel companion.

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LEARN

1. Introductory Meeting

  • We meet as many times as you'd like to review your goals and determine how we can help you get there.
  • This is our opportunity to get to know you, your family and your life priorities
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LEARN

2. Goal Setting & Planning

  • Now that we know where you want to go, it's time to figure out what the best ways to get there are
  • We ask you to gather relevant information including financial statements, tax returns, wills, POA’S, insurance coverage, cash flow summary, as well as company benefit statements and bring them to this meeting
  • We'll talk about your life plans, the assets you currently have, your investment objectives, your time horizon and taxes
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PLAN

3. Plan Finalization & Implementation

  • Using what we learned in stage 2, we develop a plan that's tailored to you
  • We then present the plan to you to make sure we're on the right track. This is when we would make any necessay adjustments and answer all of your questions.
  • By the end of the meeting, we will be ready to set your plan into motion
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MONITOR

4. Monitoring Progress to Your Goals

  • Together, we will determine a meeting and communication schedule that suits your needs and is convenient for you

Our Services

FINANCIAL PLANNING


Financial Plan
Retirement Projection
Income Diversification Plan
Education Funding

INVESTMENT


Learn more about
Bellwether's tailored investment solutions

ESTATE PLANNING


Inter Generational Transfer
Wills & Trusts
Power of Attorney
Charitable Giving
Guaranteed Funds

TAX PLANNING


RSP’s
RIF’s
Tax Free Savings Account

BUSINESS OWNER


Individual Pension Plans
Buy/Sell Insurance
Group Benefit Plan
Group RSP’s
Business Tax Planning
Business Succession Planning

RISK MANAGEMENT


Life Insurance
Critical Illness Insurance
Long Term Care Insurance
Mortgage Insurance

Meet the team

THE BEACHES PLAYERS

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Vice President and Family Wealth Advisor

RHEINRICH

Vice President and Family Wealth Advisor

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Senior Financial Planner

Chris Jardine

Family Wealth Advisor

Gerry

Client Experience Coordinator

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Client Service Coordinator

Contact Us

Protect your family tree.

Office: 416.690.0911
Fax: 416.690.0311
beaches@bellvest.ca

170 The Donway West
Suite 205
North York, Ontario
M3C 2G3

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