TEAM

Meet the dream team

TEAM

Meet the dream team

When Bob Sewell was in charge of TD Waterhouse Private Investment Counsel, he played a strategic role in one of Canada's largest banks—but something was missing. His extensive experience in global portfolio management was making a difference to TD corporate, but he missed connecting directly with clients. That's why, in 2009, he decided to create Bellwether Investment Management.

Bob was an expert in investing his clients' money, but he knew many investors—particularly younger families—needed more comprehensive financial planning help. That's why, in 2011, he asked his good friend and co-founder of Investment Planning Counsel, Steve Meehan, to become a partner. Steve had led one of Canada's largest financial planning firms for almost 20 years. He knew how to help families achieve their financial dreams.

Since then, Bob and Steve have assembled a team of experienced portfolio managers, skilled financial planners (that we call family wealth advisors) and operations folks with the same commitment—to positively influence the futures of affluent individuals and families and help organizations achieve their investment performance targets.

team-header

TEAM

Experienced. Smart.
And just plain nice.

What do the founder of one of Canada's largest advisory firms, a former senior vice president at Canada's largest bank, a popular money expert on a radio phone-in show and a CFL hall-of-famer have in common? 

They're all members of the Bellwether team, bringing their years of experience, disciplined approach to investing and personalized service to discerning individuals and organizations across the country.

"Each Bellwether team member has over 20 years of experience in the investment industry, and the team’s independence, agility and devotion to the distinct needs of affluent families provides a unique blend of skills and can-do attitude that work to their client’s benefit."

     - The Canadian Business Journal

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IN THE COMMUNITY

Sharing the wealth

We believe in giving back, both at home and in our global community. Bellwether team members have sat on the investment committees of local community foundations, climbed mountains to make the wishes of children in need come true, offered financial advice over the airwaves, run marathons to fight diabetes, and more. 

Today, much of our inspiration comes from the Pinball Clemons Foundation, created in 2006 by our Senior Vice President, Michael "Pinball" Clemons. The Foundation is dedicated to local and global youth empowerment, building schools, sending kids to summer camp, offering scholarships, donating food, ensuring communities have clean water and more.

THE PLAYERS

We do it together.

OAKVILLE OFFICE

Bob Sewell

President and CEO

Michael "Pinball" Clemons

Senior Vice President,
Business Development

Wayne Wiggins

Vice President and Portfolio Manager

Craig Ellis

Vice President and Portfolio Manager

Diana-Bristow-3

Vice President and Associate Portfolio Manager 

A. GANIWALLA

Associate Portfolio Manager

C. PANNELLA

Chief Financial Officer 

SSHULZE2

Vice President, Operations

S SUMMERTON 1

Manager, Corporate Operations

A. CAMPEIS

Manager, Portfolio Administration

A. LIM.jpg

Operations Analyst 

A. MURRELL

Team Lead, Client Transitions 

J. WEATHERBEE

Portfolio Administrator

T. KELLY

Portfolio Administrator

LindaH

Portfolio Administrator

N. SOUCY

Portfolio Administrator

N. RYBKA2

Portfolio Administrator

Darlene Chubak

Office Manager and Marketing Coordinator

TORONTO OFFICE - HARBOURFRONT

J BLACK 1

Vice President and Portfolio Manager

R JACKSON 1

Vice President and Portfolio Manager

Ken Serbu

Portfolio Manager

JLIBOIRON1

Portfolio Administrator

TORONTO OFFICE - BEACHES

MPARLEE

Vice President and Family Wealth Advisor

RHEINRICH

Vice President and Family Wealth Advisor

TBATTAGLIA

Senior Financial Planner

Jeff Palles

Family Wealth Advisor

Darlene Chubak

Client Experience Coordinator

Darlene Chubak

Client Experience Coordinator

TORONTO OFFICE - DOWNTOWN

FVENTOLINI1

Vice President and Family Wealth Advisor

Darlene Chubak

Portfolio Administrator

Darlene Chubak

Portfolio Administrator

MISSISSAUGA OFFICE

N. KERBA

Vice President and Family Wealth Advisor

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Executive Assistant

BRANTFORD OFFICE

DOWEN1

Vice President and Family Wealth Advisor

JVOSS2

Portfolio Administrator

Darlene Chubak

Portfolio Administrator

NORTH YORK OFFICE

A CAMERON 1

Vice President and Family Wealth Advisor

Darlene Chubak

Manager, Operations and
Executive Assistant

Lucy-Cutting1

Marketing Assistant

Darlene Chubak

Portfolio Administrator

PETERBOROUGH OFFICE

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Vice President and Family Wealth Advisor

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Senior Financial Planner

DWEICHEL1

Manager, Operations

IBLACERI1

Executive Assistant

WINDSOR OFFICE

Jeff Palles

Vice President and Family Wealth Advisor

Jeff Palles

Family Wealth Advisor

Darlene Chubak

Group Benefits Manager

Darlene Chubak

Portfolio Administrator 

MONTRÉAL OFFICE

Jacques-Beaudoin2

Associate Portfolio Manager

Tony-Bufo1

Vice President

WINNIPEG OFFICE

AFUSTEY1

Vice President and Portfolio Manager

J PALLES2

Portfolio Manager

Darlene Chubak

Manager, Operations

CALGARY OFFICE

K. SERBU

Vice President and Associate Portfolio Manager

NOVA SCOTIA OFFICE

VANCOUVER OFFICE

Review-portfolio-v3

We'll review your portfolio for FREE

Is your portfolio diversified enough? Are you paying too much in fees? What are you saving for? How much risk can you tolerate? We'll put your portfolio under the magnifying glass and tell you what we see—for free.