Mississauga Family Wealth Advisors
At Bellwether Family Wealth | Mississauga, 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.
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. When you work with Bellwether Family Wealth | Mississauga, you get a holistic approach that focuses on both the big picture and the details to protect your family tree.
Money isn’t about numbers, it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home or go back to school or put my daughter through university, and now I’ve done all three.
Sarah, Bellwether client since 2018
I’ve given Bellwether everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a pay cheque every month.
Jackie, Bellwether client since 2010
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 &
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