Weichel & Associates: Peterborough Family Wealth Advisors
About us
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.
Services
Financial planning
Financial plan
Retirement projection
Income diversification plan
Education funding
Investment
Investment objectives
Investment policy
Asset allocation
Investment management
Monitoring portfolio performance
Estate planning
Inter-generational wealth transfer
Wills and trusts
Power of attorney
Charitable giving
Guaranteed funds
Tax planning
Personal tax planning
RRSPs
RRIFs
Tax-free savings accounts
Tax preparation
Business owners
Individual pension plans
Insurance
Group benefit plan
Group RRSPs
Business tax planning
Business succession planning
Risk management
Life insurance
Critical illness insurance
Long-term care insurance
Mortgage insurance
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