Bellwether Investment Management

www.bellvest.ca

Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families. For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.

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Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families. For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.

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Country

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City (Headquarters)

Oakville

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Founded

2009

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice - President

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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