Weichel & Associates: Peterborough Family Wealth Advisors
At Bellwether Family Wealth | Weichel & Associates, 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 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, you get a holistic approach that focuses on both the big picture and the details to protect your family tree.
We are part of a bigger family
Bellwether Family Wealth offices are part of the Bellwether Investment Management Inc. team. Bellwether is a hand-picked team of portfolio managers and family wealth advisors from across Canada.
We were referred to Tom many years ago. Over time, Tom and his team have more than exceeded our expectations with personal and business planning. Now, starting to plan for another stage of our lives, Tom and his team have put our minds at ease knowing what has to be, and can be accomplished.
David, client since 2001
We have been clients of Tom's for over 20 years now, and as a result, have been through many market ups and downs together. Tom and the Bellwether team have always been able to carefully and confidently navigate these times to minimize risk and maximize opportunity. While enjoying this level of comfort with our investments, we find the team’s service is second to none. The skill sets within this group are very diversified and can address any scenario. Big shout out to Tom, Deb, Suzi, Tarren, and the rest of the Bellwether team!
Rob and Judy, clients since 1995
The Weichel & Associates team are a group of dedicated professionals who have the common touch. I have found them to be very helpful and quick to respond concerning any financial questions that my family and I may have. Professionally, they have given me valuable financial advice from the very start of my veterinary practice. Personally, Bellwether helps me and my family manage our various portfolios by tempering our investments with our family's needs and our risk comfort zone.
Kathryn, client since 2007
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
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