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Investment Resources & Tools

Knowledge is power. Use these free investment resources and tools to learn more about investing and financial planning.


See our calculators

Whether you're retired or in your prime earning years, a financial calculator will help you make better decisions—for your investments and for your life. Try one of our free financial calculators to crunch your numbers and improve your financial future!

Pooled Fund Financial Statements

View the audited financial statements for our pooled funds.

Quarterly Insights

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Join the Bellwether Quarterly Insights mailing list for the latest highlights, trends, analysis and commentary from our Bellwether strategists. What's going on right now? What may be around the corner? What's hot? What's not? And what actions are we taking because of it? Subscribe to find out!

Video Library

Are you worried about retirement and savings and how long they will last? Chris Jardine’s Beaches Financial Group Youtube Channel is here to reduce your retirement anxiety by giving you practical, straightforward financial advice. Learn more about our risk management and other investment management services


"Risk, Financial Markets & You: Your Guide to Making Better Financial Decisions"


This book by Bellwether portfolio manager and ETF strategist, Alan Fustey, offers a unique examination of the hurdles investors must overcome to make successful investment decisions. Alan draws lessons and offers practical solutions that will benefit even the most experienced investors. He combines anecdotes of investing mistakes to create an entertaining account of how investors can triumph over themselves and the financial advice industry to create investment success.

"How Far Will $500,000 Get You In Retirement?"

How Far Will $500,000 Last in Retirement? A step-by-step guide to create your retirement plan was created by Family Wealth Advisor, Christopher Jardine CFP®, to help pre-retirees in Canada answer the age-old question: "how much will I need for retirement?"

At first glance, $500,000 seems like a reasonable nest egg-half a million dollars is a substantial sum-but when you actually do the math, you might be surprised how quickly you could burn through it.

On the Radio

Listen to the latest episodes

For more than 15 years, Bellwether Family Wealth Advisor Alan Cameron has been a sought-after host of financial programming on Toronto radio. He currently hosts the Sunday Money Show on NEWSTALK 1010, a live, call-in radio program covering a wide variety of investment and financial planning topics. Listen live every second Sunday from 2 to 3 pm EST, or access the latest shows by clicking the button.

Budget 2024: Changes to Capital Gains

Out of Budget 2024's 416 pages, the proposed changes to the capital gains inclusion rate (50% ➢ 66.67%) will likely have the greatest impact on investors. We've created a short document to help you understand what exactly is changing, sample scenarios, and possible strategies to reduce your personal, corporate, or trust's tax burden.

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