Welcome to The Beaches Group
At Bellwether Family Wealth | The 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 at 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.
Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs. But doing that 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. When you work with Bellwether, you get a holistic approach that focuses on both the big picture and the details to protect your family tree.
The investment style is methodical, disciplined and, importantly, fulfils our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.
Bill and Donna, BELLWETHER clients since 2018 &
The team has always respected our questions and have helped guide us through the maze of financial investing. Their honest and open approach make them easy to discuss something as personal as finances. With the The Beaches Group Financial Team, we have one less worry knowing that they are guiding us to a secure future. Most importantly, the trust that we have in Mark and Richard has made it very easy to entrust the financial futures of our children and the retirement programs of my parents.
Jim & Holly, Bellwether client since 2018 &
Chris I really look forward to your weekly newsletter. They keep me grounded during these crazy times.
client since 2008
Income diversification plan
Monitoring portfolio performance
Inter-generational wealth transfer
Wills and trusts
Power of attorney
Personal tax planning
Tax-free savings accounts
Individual pension plans
Group benefit plan
Business tax planning
Business succession planning
Critical illness insurance
Long-term care insurance