Our Approach

Client-advisor shared success

We put our clients first, without exception. But we also recognize that it’s become increasingly difficult for an advisor to scale their business while still caring for their existing relationships in the face of rising industry challenges and regulatory changes.

As an organization founded on the principles of teamwork and efficiency, the investments we’ve made in our business benefit everyone—clients, advisors, and their teams.

Centralized support

Compliance specialists ease regulatory burdens; operations streamline back office needs; investment managers diligently oversee portfolios; and our marketing department is here to scale your practice. With all this newfound time, advisors only have to focus on two things—making sure that their clients are happy, and just as importantly, they are too.

How we invest

Exceed Expectations

With unique investment strategies focused on risk management, consistent results, and tax efficiency, your clients can expect first-rate investment solutions and communications from us, and premiere service from you, all in one package.

Global Dividend Strategy

Clients can expect reduced volatility and superior risk-adjusted returns while taking advantage of tax-efficient investing. Equally important is our underlying process: the low portfolio turnover rate minimizes realized capital gains to further increase after-tax income. Growth is only the first half of wealth; the other aspect is about keeping more of what you earn through sound, tax-efficient planning.

Fly Sheet

Alternative Income Fund

By combining a variety of private lending strategies with strategically selected public market investments, investors can realize superior risk-adjusted returns while also meeting their liquidity needs. Alongside greater price stability, broader diversification, and diligent screening processes, investors can also benefit from contractual agreements and inflation protection.

Fly Sheet

Adaptive ETF Global Tactical Fund

This solution profits from global economic growth and diversifies against heightened market volatility. Rapidly developing markets drive global growth and equity returns, yet most Canadians' portfolios are invested in slow growth developed G7 economies. This solution redresses this weakness with a truly global mix of assets, including both developed and emerging market equities, bonds, and commodities.

Fly Sheet

Global Real Estate & Infrastructure Fund

Global real estate and infrastructure investments offer attractive potential for long-term growth and income generation due to increasing demand and built-in contractual agreements that help mitigate the impact of inflation. As key components to any functioning society, they tend to exhibit greater resilience throughout all parts of a market cycle—as an asset class, they are linked to what nations need, not want.

Fly Sheet

Fixed Income Strategy

Bellwether’s Fixed Income Strategy provides clients with the flexibility to grow their wealth, generate predictable income, and provide short-term liquidity as needed. More recently, our approach has demonstrated superior resilience and the capability for sustained, strong performance in an incredibly challenging environment. It’s not that fixed income is boring; it simply requires forward-thinkers to thrive.

Fly Sheet

Looking to grow your business?

Bellwether offers support that enables you to do your job more efficiently. Foster deeper relationships with your clients, and free up time to devote to new business.

Thinking about transitioning your business?

Bellwether offers succession planning and support to Advisors who are looking to retire in the near future. With our unique model, you won't have to worry about who will buy your book when you choose to retire.

Let’s Talk About Your Next Move