PRIVATE WEALTH & ASSET MANAGEMENT FOR AFFLUENT FAMILIES

Today’s decisions are tomorrow’s outcomes

Affluent families that want to accomplish their financial goals and secure their family's future trust Bellwether to be the financial planning and investment experts, so they don't have to be. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that lets you rest easy today knowing that tomorrow is taken care of.

Our five step process

Consultation

We meet as many times as necessary to review your goals and determine how we can help you get there.

Assessment

We present custom solutions for your situation, including a plan to monitor progress and report back to you.

Recommendations

We review your existing investments and, if you like, your insurance, tax, estate, charitable giving and business approaches to see how they line up with your goals.

Implementation

We do the work to achieve your outcomes. This may mean coaching you on personal financial behaviour changes.

Monitoring

We track progress as planned, reporting on performance and making adjustments in consultation with you.

WHAT IS HOLISTIC FINANCIAL PLANNING?

In a world of opportunity,
why not find one as unique as you are?

With more investment products than ever before, it may seem like you have a great deal more of choice, but in reality, affluent families are still being offered what was intended for the masses or large pension plans—options that weren't designed with you in mind. With Bellwether, your portfolio will be handcrafted according to your specific goals and needs. From a range of stocks, bonds, ETFs, and even exclusive private securities, your portfolio will offer the best of all words—steady income, sustainable growth, capital protection, inflation resistance, and tax efficiency—in whatever proportions work for you.

Your financial plan tells us where you want to go, and we make sure your portfolio gets you there.

Portfolio management

Together, we'll create your customized investment policy statement that will determine the right investment management strategy and identify an ideal asset allocation to maximize your returns with less risk and lower fees.

Business planning

If you're a business owner, we'll help you identify ways to manage your business for personal financial benefit.

Charitable giving

We'll help you with how, what, when and where to give to maximize the impact of your philanthropy for you and the causes you support.

Risk management

Want to ensure you're adequately insured to protect your loved ones? Smoothly transition your wealth from one generation to the next? We'll help you do both.