Growth & Succession Planning for Advisors

AT BELLWETHER IT STILL IS

CONTACT

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Support that enables growth and the freedom to enjoy it.

Those that take a client-centric approach are the most successful, and sought-after, advisors. That's why our collaborative, team-based approach exists—to make sure our partners have all the time they could ask for. What they do with it is up to them.

CLIENT FIRST, REDEFINED

We’ve redefined what it means to put the client first. To do that, we have to ensure that our partners are supported with the right resources, tools, and opportunity to serve their clients.

DISCRETIONARY

We’re able to adjust your clients' portfolios to where they need to be, without hassling the client. And our strategy has proven to not only build wealth, but also maintain it during down markets.

INDEPENDENT & SUPPORTIVE

Take the guesswork out of the equation and simplify your regulatory processes. Our support and compliance teams do the work so that you do not carry the burden of tedious tasks.

TEAMWORK ORIENTED

We believe in growing together—along with your clients’ portfolios. When we work as a team, you're able to focus on what you do best; managing client relationships.

It's time for something new, something better.

33%

average growth in the number of households served

43%

average growth of advisors’ book size

97%

retention rate of Bellwether clients

100%

retention rate of partnered advisors

Georges F. Nasr

Vice President, Corporate Development

georges.nasr@bellvest.ca
416.270.0753

Nidhi Chhatbar

Family Wealth Transition Specialist

nidhi.chhatbar@bellvest.ca
905.337.2227 Ext. 236

What our advisors say

"Since joining Bellwether, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive."

David Owen, Associate Portfolio Manager, joined in 2017.

"We've seen a decrease in fees and an increase in client performance, satisfaction, and relationships. Making the move to Bellwether provided efficiencies and increased our referrals."

Richard Heinrich and Mark Parlee, Senior Family Wealth Advisors, joined in 2018.

"The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. Big enough to compete, but small enough to maneuver and innovate. That's what I was after. That's what I found in Bellwether."

Alan Cameron, Senior Family Wealth Advisor, joined in 2017.