A Guide to Charitable Giving in Canada
“No one has ever become poor by giving.” – Anne Frank Canada’s charitable landscape is shifting. Fewer philanthropic Canadians claim charitable donations on their tax returns each year, yet total giving and the average donation have reached record highs—signalling a quiet concentration of generosity among a smaller group of committed households. For families with the […]
Alternative Investments Masterclass with Bob Sewell
“Diversification always comes back to the same underlying theme: being diversified.” – Bob Sewell In recent years, alternative investments have moved decisively into the mainstream for high-net-worth Canadian families and global investors. The conversation surrounding these strategies now centres not only on diversification and returns but also on enhancing portfolio resilience, managing risk, and achieving […]
The Psychology of Money: From Biases to Better Decisions
Bellwether Investment Management recently featured Dr. Preet Banerjee, a neuroscientist-turned-financial expert, for an eye-opening client webinar on the psychology of money hosted by Bob Sewell, the firm’s founder and chairman. His central message? We’re fighting against millions of years of evolution when it comes to making smart financial decisions. The evolutionary trap Dr. Banerjee opened […]
Your Guide to Better Investment Decisions
Risk, Financial Markets, and You: A Guide to Better Investment Decisions is an entertaining and practical book full of examples and tips that will revolutionize the way you make investment decisions.
Third Chapter: 5 Ways to Proof Your Investment Recipe
Today’s article is a guest submission from Janine Guenther CFA, CMT, a Portfolio Manager and Senior Wealth Family Advisor with over 30 years of industry experience. The views presented here do not necessarily represent those of Bellwether Investment Management.
Financial Literacy Part 3: How to Create a Budget
“The budget is not just a collection of numbers, but an expression of our values and aspirations.” — Jack Lew
New Year Resolutions: Personal Finance Tips 2025
Financial Literacy Part 2: How to Set Financial Goals
“I felt like it was time to set up my future, so I set a goal. My goal was independence.” — Beyonce
Why Fixed Income Matters
“Bond selection is primarily a negative art. It is a process of exclusion and rejection, rather than of search and acceptance.” — Benjamin Graham
Financial Literacy Part 1: What is Financial Literacy?
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett
Third Chapter: Actionable Investment Goals
Today’s article is a guest submission from Janine Guenther CFA, CMT, a Portfolio Manager and Senior Family Wealth Advisor with over 30 years of industry experience. The views presented here do not necessarily represent those of Bellwether Investment Management.
3 Essential Books for Young Investors
“An investment in knowledge pays the best interest.” — Benjamin Franklin For young investors diving into the world of personal finance, the amount of novel information to digest can be overwhelming or outright discouraging. But here’s the catch: if you don’t learn the basics, the complexities are unlikely to serve you well. Maybe it’s time […]