Bela Izzo
With over 25 years in the financial services industry, Bela brings a wealth of experience to the Burlington-Oakville team. Both her organizational skills and sincere client care exemplify her desire to foster long-term relationships with the team’s valued clients. Outside of work, Bela enjoys spending time with her family and friends, and crocheting while watching […]
Laurie Shutt
Laurie is a Client Experience Coordinator on the Burlington-Oakville team, who joined Bellwether in 2019.
Bill Shutt
Bill has worked in the financial services industry for over 35 years. He joined the Bellwether team as a Family Wealth Advisor in 2019, looking to elevate his clients’ experience and offer them a more holistic approach to financial planning. Bill believes every client’s financial circumstances and goals are unique to them, so his goal […]
Caroline Shutt
Caroline has worked in the industry for more than a decade and is currently pursuing her Chartered Investment Manager (CIM®) designation. Her career has spanned the full spectrum of financial services, which she’s combined to redefine what comprehensive wealth management really means. Through her holistic approach, Caroline has earned a reputation for being proactive, thoughtful, and seeing […]
Richard Mitchell
Richard has over 25 years of experience in the investment industry. Before joining Bellwether in 2023, he worked with a broad range of institutional and high-net-worth investors, including global investment fund managers, multi-billion-dollar pension funds, and corporations, providing both advisory and consulting services. Richard holds a Bachelor of Arts from the University of Waterloo, where […]