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.
THE PLAYERS
We do it together.

Vice President and Family Wealth Advisor
Brantford Office

Portfolio Administrator
Brantford Office

Family Wealth
Brantford Office

Vice President and Family Wealth Advisor
Burlington Office

Vice President and Associate Portfolio Manager
Calgary Office

Vice President & Portfolio Manager
Calgary & Vancouver Offices

Vice President and Family Wealth Advisor
Mississauga Office

Associate Portfolio Manager
Montréal Office

Vice President
Montréal Office

Vice President and Family Wealth Advisor
North York Office

Vice President and Family Wealth Advisor
Nova Scotia Office

Family Wealth Advisor
Nova Scotia Office

Family Wealth Advisor
Burlington Office

Family Wealth Advisor
Burlington Office

Senior Financial Planner
Peterborough Office

Vice President and Family Wealth Advisor
Peterborough Office

Family Wealth Advisor
North York Office - Beaches Group

Vice President and Family Wealth Advisor
North York Office - Beaches Group

Vice President and Family Wealth Advisor
North York Office - Beaches Group

Senior Financial Planner

Vice President and Family Wealth Advisor
Toronto Office - Downtown

Vice President and Family Wealth Advisor
Windsor Office

Family Wealth Advisor
Brooklin Office

President and CEO
Oakville - Head Office

Vice President and Portfolio Manager
Oakville - Head Office

Associate Portfolio Manager
Oakville - Head Office

Associate Portfolio Manager
Oakville - Head Office

Vice President and Portfolio Manager
Oakville - Head Office

Vice President and Portfolio Manager
Toronto Office - Harbourfront

Head of ETF Strategy
Toronto Office - Harbourfront

Portfolio Manager
Toronto Office - Harbourfront

Vice President and Portfolio Manager
Winnipeg Office

Portfolio Manager
Winnipeg Office

Vice President and Portfolio Manager
Calgary & Vancouver Offices

Vice President and Associate Portfolio Manager
Oakville - Head Office

President and CEO
Oakville - Head Office

Chairman
Oakville - Head Office

Chief Financial Officer, Lorne Park Capital Partners Inc.
Oakville - Head Office

Chief Compliance Officer
Oakville - Head Office

Portfolio Administrator
Brantford Office

Office Manager
Mississauga Office

Executive Assistant
Burlington Office

Client Experience Coordinator
Burlington Office

Marketing Assistant
North York Office

Office Manager and Portfolio Administrator
Nova Scotia Office

Manager, Portfolio Administration
Oakville - Head Office

Operations Analyst
Oakville - Head Office

Corporate Operations Analyst
Oakville - Head Office

Team Lead, Client Transitions
Oakville - Head Office

Office Manager and Human Resources Administrator
Oakville - Head Office

Marketing
Oakville - Head Office

Portfolio Administrator
Oakville - Head Office

Portfolio Administrator
Oakville - Head Office

Portfolio Administrator
Oakville - Head Office

Portfolio Administrator
Oakville - Head Office

Portfolio Administrator
Toronto Office - Harbourfront

Manager, Operations
Winnipeg Office

Manager, Operations
Peterborough Office

Executive Assistant
Peterborough Office

Business Development
Peterborough Office

Portfolio Administrator
Toronto Office - Downtown

Portfolio Administrator
Toronto Office - Downtown

Client Experience Coordinator
North York Office - Beaches Group

Client Service Coordinator
North York Office - Beaches Group

Office Manager
Windsor Office

Marketing Assistant
Windsor Office

Portfolio Administrator
Windsor Office
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