THE BELLWETHER STORY
With time comes experience.
When Bob Sewell was in charge of TD Waterhouse Private Investment Counsel, he played a strategic role in one of Canada's largest banks—but something was missing. His extensive experience in global portfolio management was making a difference to TD corporate, but he missed connecting directly with clients. That's why, in 2009, he decided to create Bellwether Investment Management Inc.
Bob was an expert in investing his clients' money, but he knew many investors—particularly younger families—needed more comprehensive financial planning help. That's why, in 2011, he asked his good friend and co-founder of Investment Planning Counsel, Steve Meehan, to become a partner. Steve had led one of Canada's largest financial planning firms for almost 20 years. He knew how to help families achieve their financial dreams.
Since then, Bob and Steve have assembled a team of experienced portfolio managers, skilled financial advisors (that we call family wealth advisors) and operations folks with the same commitment—to positively influence the futures of affluent individuals and families and help organizations achieve their investment performance targets.
Our Core Values
We are transparent in our words and actions, and committed to our partners.
The fiduciary standard should be the norm, not the exception.
We are more than simply the sum of our parts. We are in this together—when we win, we win as one.
We speak the truth and assume best intent, which strengthens the connection between our team and client.
We are problem solvers and innovators operating in an ever-changing environment, making the complex, simple.
Proven, repeatable processes deliver clear, consistent outcomes for everyone.
"Each Bellwether team member has over 20 years of experience in the investment industry, and the team’s independence, agility and devotion to the distinct needs of affluent families provides a unique blend of skills and can-do attitude that work to their client’s benefit."
The Canadian Business Journal
IN THE COMMUNITY
Sharing the wealth
We believe in giving back, both at home and in our global community. Bellwether team members have sat on the investment committees of local community foundations, climbed mountains to make the wishes of children in need come true, offered financial advice over the airwaves, run marathons to fight diabetes, and more.
Today, much of our inspiration comes from the Pinball Clemons Foundation, created in 2006 by our Senior Vice President, Michael "Pinball" Clemons. The Foundation is dedicated to local and global youth empowerment, building schools, sending kids to summer camp, offering scholarships, donating food, ensuring communities have clean water and more.
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