Tailored Portfolio & Investment Management Solutions

Find out for yourself if we walk our talk.

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.

The best investment is in relationships.

You shouldn’t have to trust a stranger with your future, so consider this our first life chat. Since we’re a values-based organization, let’s start with our beliefs. Here they are.

1. Trust is earned one conversation at a time.
2. Your interests come before ours.
3. Teamwork gets the best results.
4. Good decisions come from discipline.
5. Innovation is the answer to uncertainty.
6. A global approach reduces risk.

Money isn’t about numbers, it’s about achieving your goals. I didn’t think I could buy my ex-husband out of our home or go back to school or put my daughter through university, and now I’ve done all three.

Sarah, BELLWETHER client since 2018

The investment style is methodical, disciplined and, importantly, fulfills our needs without exposing us to unacceptable risk. We appreciate the steadiness with which they help us stick to our plan, their diligence in keeping our fees as low as possible and, not least, their friendliness.

Bill and Donna, BELLWETHER clients since 2018

I’ve given Bellwether everything I have to invest, and I couldn’t be happier. Things go up and they go down, but I don’t bother about it. Trust leads to that confidence. Trust, and a paycheque every month.

Jackie, Bellwether client since 2010

We could’ve gone with a bank, but we don’t want to feel like client 9658. It comes down to personalized service, shared philosophy and the belief that we’re valued. I feel confident that we’re in good hands.

Doug, Bellwether client since 2012

Strength in Numbers

90+

Professionals

$3.2B

Assets Under Management
(CAD)

Top 35

Largest private investment counsel firms in Canada

3000+

Clients

Are you on the right track? We'll tell you—for free!

Are you invested in the right things to reach your goals? Is your risk tolerance actually reflected in your portfolio? Are you paying too much in fees? Bring us your performance report from your bank or broker and we'll offer our advice.

Achievements

Strategies for Retirement

If you’re almost retired or already there, time is your most precious asset and money is how you’ll make the most of it. How much do you need and what’s the best way to invest it? Here is some helpful advice.

Strategies for Growth

Financing the kids’ education? Investing an inheritance? Recovering after a divorce? Planning for early retirement? We answer the top questions about investing for growth, including our strategy.