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.

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THE PLAYERS

We do it together.

DOWEN1 jg

Vice President and Family Wealth Advisor

Brantford Office

JVOSS2

Portfolio Administrator

Brantford Office

BSHUTT (002)

Vice President and Family Wealth Advisor

Burlington Office

K.-SERBU

Vice President and Associate Portfolio Manager

Calgary Office

WMITCHELL

Vice President & Portfolio Manager

Calgary & Vancouver Offices

N. KERBA

Vice President and Family Wealth Advisor

Mississauga Office

Jacques-Beaudoin2-1

Associate Portfolio Manager

Montréal Office

Tony-Bufo1

Vice President

Montréal Office

A-CAMERON-1

Vice President and Family Wealth Advisor

North York Office

BBoutilier-2

Vice President and Family Wealth Advisor

Nova Scotia Office

Caroline Photo

Family Wealth Advisor

Burlington Office

MBournival

Family Wealth Advisor

Burlington Office

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Senior Financial Planner

Peterborough Office

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Vice President and Family Wealth Advisor

Peterborough Office

Chris Jardine

Family Wealth Advisor

North York Office - Beaches Group

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Vice President and Family Wealth Advisor

North York Office - Beaches Group

RHEINRICH

Vice President and Family Wealth Advisor

North York Office - Beaches Group

FVENTOLINI1

Vice President and Family Wealth Advisor

Toronto Office - Downtown

HHaskings

Vice President and Family Wealth Advisor

Windsor Office

Robert Jackson

Family Wealth Advisor

Brooklin Office

Bob Sewell

President and CEO

Oakville - Head Office

Craig Ellis

Vice President and Portfolio Manager

Oakville - Head Office

DMaxwell

Associate Portfolio Manager

Oakville - Head Office

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Associate Portfolio Manager

Oakville - Head Office

Wayne Wiggins

Vice President and Portfolio Manager

Oakville - Head Office

J BLACK 1

Vice President and Portfolio Manager

Toronto Office - Harbourfront

R-JACKSON-1-1

Head of ETF Strategy

Toronto Office - Harbourfront

Trent Smith

Portfolio Manager

Toronto Office - Harbourfront

AFUSTEY1

Vice President and Portfolio Manager

Winnipeg Office

J PALLES2

Portfolio Manager

Winnipeg Office

WMITCHELL

Vice President and Portfolio Manager

Calgary & Vancouver Offices

DBristow

Vice President and Associate Portfolio Manager

Oakville - Head Office

Bob Sewell

President and CEO

Oakville - Head Office

Steve Meehan

Chairman

Oakville - Head Office

C. PANNELLA

Chief Financial Officer, Lorne Park Capital Partners Inc. 

Oakville - Head Office

KTavener

Chief Compliance Officer

Oakville - Head Office

SSHULZE2

Chief Operations Officer 

Oakville - Head Office

JCORNICK

Portfolio Administrator

Brantford Office

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Brantford Office

Bela photo

Executive Assistant

Burlington Office

LSHUTT

Client Experience Coordinator

Burlington Office

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Office Manager

Mississauga Office

Lucy-Cutting1

Marketing Assistant

North York Office

AMDeyoung-1-1

Office Manager and Portfolio Administrator

Nova Scotia Office

Kelsey Bowman

Portfolio Administrator

Nova Scotia Office

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Manager, Portfolio Administration

Oakville - Head Office

A. LIM

Operations Analyst 

Oakville - Head Office

J.-WEATHERBEE-e1545244855556

Corporate Operations Analyst

Oakville - Head Office

A.-MURRELL-e1545244275467

Team Lead, Client Transitions 

Oakville - Head Office

Robert Jackson

Coordinator, Client Transitions 

Oakville - Head Office

N.-SOUCY

Office Manager and Human Resources Administrator

Oakville - Head Office

ESewell1

Marketing

Oakville - Head Office

CObrien

Portfolio Administrator

Oakville - Head Office

N. RYBKA2

Portfolio Administrator

Oakville - Head Office

T. KELLY

Portfolio Administrator

Oakville - Head Office

L INTHAHACK 1

Portfolio Administrator

Oakville - Head Office

DWEICHEL1

Manager, Operations

Peterborough Office

IBLACERI1

Executive Assistant

Peterborough Office

SWILLS1

Business Development

Peterborough Office

Ruth McClure

Portfolio Administrator

Toronto Office - Harbourfront

Amy Lai

Portfolio Administrator

Toronto Office - Downtown

Nadira Harvey

Portfolio Administrator

Toronto Office - Downtown

Gerry

Client Experience Coordinator

North York Office - Beaches Group

Ralph Headshot

Client Service Coordinator

North York Office - Beaches Group

AJones

Office Manager

Windsor Office

CFerguson

Marketing Assistant

Windsor Office

PGarant

Portfolio Administrator 

Windsor Office

RMoncur

Client Experience Coordinator

Windsor Office

DarleneChubak2

Manager, Operations

Winnipeg Office

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Marketing Assistant

Brooklin Office

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Portfolio Administrator

Brooklin Office

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