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.
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 & BEACHES since 2003
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 Beaches 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 & Beaches since 2004
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.
1. Introductory Meeting
2. Goal Setting & Planning
3. Plan Finalization & Implementation
4. Monitoring Progress to Your Goals
Income Diversification Plan
Inter Generational Transfer
Wills & Trusts
Power of Attorney
Tax Free Savings Account
Individual Pension Plans
Group Benefit Plan
Business Tax Planning
Business Succession Planning
Critical Illness Insurance
Long Term Care Insurance
Meet the team
THE BEACHES PLAYERS
Protect your family tree.