Welcome to Bellwether Investment Management | Oakville
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.
Our investment team provides customized portfolio management for individuals, foundations, trusts, pension plans, and for-profit and non-profit organizations. We specialize in providing big-firm investment management expertise with small-firm personalized attention.
Whether you’re an affluent family or an institutional investor, it is our responsibility to help you meet the needs of the present while safeguarding the future—especially during uncertain times. If you’re ready to spread your wings, let’s fly. Together.
How we're different
The best response to an ever-changing world is to do things differently. Here’s how our approach to investment management is different from traditional investment approaches—and how it benefits you.
I’ve given Bellwether everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a pay cheque every month.
Jackie, client since 2010
We could’ve gone with a bank, but we don’t want to feel like client 9658. It comes down to personalized service, shared philosophy and the belief that we’re valued. I feel confident that we’re in good hands.
Doug and Judie, clients since 2012
The investment style is methodical, disciplined and, importantly, fulfils our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.
Bill and Donna, BELLWETHER clients since 2018
Monitoring portfolio performance
Income diversification plan
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