Skip to content

The Oakville team

Bob S

Bob Sewell

President and CEO

Steve Meehan Headshot

Steve Meehan


Julianna VX

Julianna Varpalotai-Xavier


Carlo P

Carlo Pannella

Chief Financial Officer, Lorne Park Capital Partners Inc.

Susan S

Susan Schulze

Vice President, Practice Management

Georges F. Nasr Headshot

Georges Nasr

Vice President, Corporate Development

Craig E

Craig Ellis

Vice President and Portfolio Manager

Wayne W

Wayne Wiggins

Vice President and Portfolio Manager

James C

James Craig

Vice President, Financial Planning 

Will B

Will Beacham

Portfolio Manager

Eli P

Eli Papakirykos

Associate Portfolio Manager

Jelena P

Jelena Petranovic

Investment Analyst

Agnes L

Agnes Lim

Operations Analyst

Alex C

Alex Campeis

Manager, Operations

Nick R

Nick Rybka

Corporate Operations Analyst

Ewa K

Ewa Kosinska

Account Reconciliation Specialist

Aaron J

Aaron Fung

Portfolio and Management Fee Administrator

Balkarn K

Balkarn Khabra

Portfolio Administrator

Linda I

Linda Inthahack

Portfolio Administrator

Nidhi C

Nidhi Chhatbar

Family Wealth Transition Specialist

Caroline O

Caroline O'Brien

Compliance Specialist

Daniel P

Daniel Peart

Marketing Manager

Daria S

Daria Smirnova

Marketing Coordinator

Edward LM

Edward Leslie-MacDonald

Communications Lead

Natalie S

Natalie Soucy

Human Resources and Office Manager

Judy Soucy

Judy Soucy

Executive Assistant and Accounting Administrator

Book a free portfolio review

Take your first step to protect your family tree.

Free portfolio review

© 2023 Bellwether Investment Inc.
Created by Human_Code      Privacy Policy      Term of use      Whistleblower Policy & Complaints