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THE BELLWETHER TEAM

Meet the dream team

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 member of the Chicago Quantitative Alliance 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.

team-header

THE PLAYERS

We do it together.

David Owen from Bellwether Family Wealth | Q-Meta Group

Brantford - Family Wealth Office

Dale Hall from Bellwether Family Wealth | Q-META Group

Brantford - Family Wealth Office

Jeremy Voss from Bellwether Family Wealth | Q-META Group

Brantford - Family Wealth Office

Bill S

Burlington - Family Wealth Office

Caroline Shutt from Bellwether Family Wealth | Burlington/Oakville

Burlington - Family Wealth Office

richard mitchell

Burlington - Family Wealth Office

Alan Cameron from Bellwether Family Wealth | Alan Cameron

North York - Family Wealth Office

Adam M

North York - Family Wealth Office

Ken Serbu

Calgary - Investment Management Office

Robert Boutilier from Bellwether Family Wealth | Nova Scotia

Nova Scotia - Family Wealth Office

Kelsey Bowman from Bellwether Family Wealth | Nova Scotia

Nova Scotia - Family Wealth Office

Naguib Kerba from Bellwether Family Wealth | Mississauga

Mississauga - Family Wealth Office

Tom Weichel from Bellwether Family Wealth | Weichel & Associates

Peterborough - Family Wealth Office

04 29 Mark photo (3)

Peterborough - Family Wealth Office

Robert Boutilier from Bellwether Family Wealth | Nova Scotia

Calgary - Family Wealth Office

Ryan Carrier from Bellwether Family Wealth | Ryan Carrier

Calgary - Family Wealth Office

Mark Parlee

 Beaches Group - Family Wealth Office

Richard Heinrich from Bellwether Family Wealth | The Beaches Group

Beaches Group - Family Wealth Office

Chris Jardine

Beaches Group - Family Wealth Office

Rich Heinrich

Beaches Group - Family Wealth Office

Fabio Ventolini from Bellwether Family Wealth | Toronto

Toronto - Family Wealth Office

Howard Haskings from Bellwether Family Wealth | Haskings Financial

Windsor - Family Wealth Office

HHaskings

Whitby - Family Wealth Office

Tony Bufo

Montréal Office

Gord Archer from Bellwether Family Wealth | Durham

Durham - Family Wealth Office

David O'Neil

Mississauga - Family Wealth Office

Alex C

Vice President and Portfolio Manager

Oakville - Head Office

DMaxwell

Associate Portfolio Manager

Oakville - Head Office

Eli Papakirykos from Bellwether Investment Management

Associate Portfolio Manager

Oakville - Head Office

Wayne Wiggins

Vice President and Portfolio Manager

Oakville - Head Office

Jeff Black from Bellwether Investment Management | Adaptive ETF

Vice President and Portfolio Manager

Toronto Office - Harbourfront

R-JACKSON-1-1

Head of ETF Strategy

Toronto Office - Harbourfront

Trent Smith from Bellwether Investment Management | Toronto

Portfolio Manager

Toronto Office - Harbourfront

Alan Fustey

Vice President and Portfolio Manager

Winnipeg Office

Jeff Palles

Portfolio Manager

Winnipeg Office

Will Mitchell from Bellwether Investment Management | Calgary

Vice President and Portfolio Manager

Calgary & Vancouver Offices

Diana Bristow

Vice President and Associate Portfolio Manager

Oakville - Head Office

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