{"id":990,"date":"2022-01-24T13:30:00","date_gmt":"2022-01-24T17:30:00","guid":{"rendered":"https:\/\/www.bellvest.ca\/family-wealth-peterborough\/resources\/meet-our-new-chief-operating-officer-and-chief-compliance-officer\/"},"modified":"2025-06-25T10:44:12","modified_gmt":"2025-06-25T14:44:12","slug":"meet-our-new-chief-operating-officer-and-chief-compliance-officer","status":"publish","type":"resources","link":"https:\/\/www.bellvest.ca\/family-wealth-peterborough\/resources\/meet-our-new-chief-operating-officer-and-chief-compliance-officer\/","title":{"rendered":"Meet our new Chief Operating Officer and Chief Compliance Officer"},"content":{"rendered":"

Bellwether Investment Management is pleased to announce the appointment of Julianna Varpalotai-Xavier<\/a> as Chief Operating Officer and Chief Compliance Officer.<\/p>\n

<\/span><\/span><\/span><\/p>\n

Julianna has been in the investment management industry for over 25 years. She is a CPA, CA and has an MBA from the University of Cambridge. Throughout her career, she has had experience working with affluent families, institutional clients, and advisors.<\/p>\n

Julianna brings to Bellwether her comprehensive knowledge of investment operations and system integration in the portfolio management field which is supplemented by her tenure and experience in compliance. She is a strong proponent of streamlining processes to simplify the way a business operates. Julianna recognizes that operations and compliance are more effective if they are integrated, creating a more efficient organization resulting in Bellwether\u2019s goal: a great client experience.<\/p>\n

Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. To learn more about Bellwether Investment Management, please visit bellvest.ca<\/a>.<\/p>\n

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