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
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
Vice President and Associate Portfolio Manager
Oakville - Head Office
Family Wealth Advisor
Oakville - Head 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
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
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
Brantford Office
Executive Assistant
Burlington Office
Burlington Office
Client Experience Coordinator
Burlington Office
Office Manager
Mississauga Office
Marketing Assistant
North York Office
Office Manager and Portfolio Administrator
Nova Scotia Office
Portfolio Administrator
Nova Scotia Office
Team Lead, Client Transitions
Oakville - Head Office
Operations Analyst
Oakville - Head Office
Manager, Portfolio Administration
Oakville - Head Office
Portfolio Administrator
Oakville - Head Office
Office Manager and Marketing Coordinator
Oakville - Head Office
Corporate Operations Analyst
Oakville - Head Office
Portfolio Administrator
Oakville - Head Office
Portfolio Administrator
Oakville - Head Office
Portfolio Administrator
Oakville - Head Office
Manager, Operations
Peterborough Office
Executive Assistant
Peterborough Office
Business Development
Peterborough Office
Client Experience Coordinator
Toronto Office - Beaches
Client Service Coordinator
Toronto Office - Beaches
Portfolio Administrator
Toronto Office - Downtown
Portfolio Administrator
Toronto Office - Downtown
Portfolio Administrator
Toronto Office - Harbourfront
Office Manager
Windsor Office
Marketing Assistant
Windsor Office
Portfolio Administrator
Windsor Office
Client Experience Coordinator
Windsor Office
Manager, Operations
Winnipeg Office
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