the bellwether difference
Clients First,
No Exceptions
With professional portfolio management, holistic financial planning, and access to sophisticated public and private investment solutions for our clients and their families, Bellwether’s service offering provides something that should always be put first in this line of work: delivering an exceptional experience without fail.
Why settle for anything less?
OUR COMMITMENT
The Life & Legacy Promise
Live the life you desire, craft the legacy you deserve, and reclaim the time to focus on what matters most to you.
- Life
Time is our most valuable asset—one we can’t buy more of—so how we spend it shapes how we live, and we’re here to help you make the most of it.
- Legacy
Because a legacy is more than just the money you leave behind, it’s the reassurance that you made a lasting difference with a story worth remembering.
- Life & Legacy
When a financial plan is customized to your exact needs, overseen by your dedicated family wealth advisor, and powered by a globally diversified portfolio, it won’t just help you live for today—it can ensure your legacy creates for generations.
Everyone has a story, but few can decide how it’s told or when it will be forgotten. Let’s co-author one that you can be proud of.
Why Bellwether
Unwavering Commitment
At the end of the day, it’s not about how we’re different, but rather, the difference we can make for our clients. Here’s how we do it.
Global Approach
There are just as many opportunities abroad as there are closer to home. Our team is made up of experts highly attuned to specific market segments, geographic regions, sectors, and economic forces. Together, we identify, implement, and deliver global solutions to investors seeking world-leading results.
Innovation Focused
We go beyond conventional portfolios by integrating alternative investments typically reserved for ultra-high-net-worth and institutional investors. Our innovative strategies provide diversification, downside protection, and long-term growth potential not often found in public markets.
Being a fiduciary is our core identity. We operate with an uncompromising commitment to act in your best interest at all times. There are no hidden agendas, just a dedication to doing everything we can to create the legacy you want and deserve. Our success is built on transparency, trust, and the unwavering belief that your goals come first.
Pay a transparent, standardized annual fee for our services based on your assets under management, not commissions on purchases or sales. Because you’re the only one who pays us, you can count on independent, unbiased decision-making.
Your life is unique—your wealth plan should be as well. We help you build lasting financial security, protect what you’ve worked hard to build, and create an enduring legacy. Our personalized investment strategies, which are integrated with your financial plan, start by understanding your goals and the motivations behind them in order to identify the right asset mix and solutions that will meet your needs.
Our portfolio management team gives as much—and sometimes even more—attention to potential risks as to returns. We’re tactical in our asset mix, proactively shifting investment capital to seize emerging opportunities and protect your interests.
A third-party "custodian" safeguards and separates your money from its accounts, providing you with the same level of protection and security as a bank. The Canadian Investor Protection Fund would guarantee coverage if any of our custodians went bankrupt. An independent third party, MNP LLP, a leading national accounting firm, audits Bellwether every year.
Thanks to our scale and reputation, we have access to the same asset classes as the largest and most recognized global institutions. Alternative investments are a broad category, but our focus on private equity, credit, and real estate & infrastructure leads to higher levels of diversification, which can mitigate volatility and deliver superior returns for those who are able to invest in these opportunities.
While some treat it as an afterthought, we view it as an opportunity for higher total returns. Our innovative approach to fixed income has demonstrated superior resilience and the capability for sustained, strong performance in challenging environments.
Client Exclusives
Craft Your Legacy
You’ve spent a lifetime building your wealth, now it’s time to make it work for you. We help turn your success into lasting stability, meaningful security, and a legacy that endures for generations with exclusive tools and services.
Wills & Estates
Everyone deserves a Will, an estate plan, and professional support to shape your family’s future. With our comprehensive offering, you can transform decades of accumulation into generations of wealth.
- Receive a complimentary Will
- Designate Powers of Attorney
- Minimize wealth transfer costs
- Craft a meaningful, enduring legacy
- Fully encrypt and secure critical documents
- Access professional executor and settlement services.
Why plan for years when you can create for generations?
askROBIN
Meet askROBIN—the AI-powered chatbot that delivers instant, personalized financial insights without the wait. With it, you’ll have confidence at your fingertips at all times.
- Decode complex financial terms
- Integrated conversations with your advisor
- Make informed daily decisions
- Trained on advanced datasets
- Wide breadth of financial knowledge
- Answers specified to your circumstances
Find clarity and reassurance whenever you need it.
Advanced Planning
Whether it’s for business succession, blended family dynamics, or philanthropic goals, our advanced financial planning team identifies and implements strategies that complement—not complicate—your life.
- Comprehensive tax optimization
A total wealth strategy goes beyond investment management.
How can Bellwether help?
What Our Clients Are Saying
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”
“Money isn’t about numbers; it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home, or go back to school, or put my daughter through university, and now I’ve done all three.”