The Bellwether difference

The best of big and small

Whether you’re an affluent family or an institutional investor, it is our responsibility to help you meet the needs of the present while safeguarding the future, especially during uncertain times. Here’s how our approach to investment management is special, and how it benefits you.

PRIORITY True Fiduciaries

We are true fiduciaries, meaning we must always act in our clients’ best interests and be able to prove it. Our conduct is also governed by the Asset Managers Code of Professional Conduct as defined by the CFA Institute. Beyond our legal commitment, it's also a personal value of ours—we believe that the fiduciary standard should be the norm, not the exception.

SECURITY Keep Your Money Safe

A third-party "custodian" safeguards and separates your money from its accounts, providing you with the same level of protection and security as a bank. The Canadian Investor Protection Fund would guarantee your money if any of our custodians went bankrupt. An independent third party, MNP LLP, a leading national accounting firm, audits Bellwether every year.

PEOPLE Treat You Like A Person

We offer a personalized experience that promotes a team effort so your advisor can focus on you while we handle everything else. We have the presence and resources to provide innovative alternative investment opportunities, typically reserved for the largest institutions, like pension plans.

TRANSPARENCY Transparent Approach

Pay a small, standardized fee each year for our services. This fee is based on your total portfolio value, not your investment purchases or sales. Because you’re the only one who pays us, you can count on independent, unbiased decision-making. As an added benefit, the only way for us to succeed is if you do so first.

Find out for yourself if we walk our talk.

CUSTOMIZED

Tailored Strategy

For every client, we create an investment policy statement—a document that guides the actions of your portfolio managers based on your short- and long-term objectives, risk tolerance, and expectation of return. Essentially, we'll learn everything there is to know about your circumstances to develop a personalized strategy built to fulfill your evolving needs.

PROTECTION

Risk is Managed

Our portfolio managers give as much—and sometimes more—attention to potential risks as to returns. We’re tactical in our asset mix, proactively shifting the relative weighting of cash, fixed income, and equities to seize opportunities and avoid undue risk. Because we’re free from the influences and potential conflicts that large financial institutions are subject to, we can make rapid, unbiased decisions that protect your interests the moment they arise.

COMMUNICATION Clear & Regular Communication

You can expect easy-to-understand reports, the opportunity to meet with a portfolio manager at any time to discuss your investments in detail, monthly and quarterly market insights, and education to learn more about investing. Together, these tools will help you be informed and confident as you shape the future you deserve.

PROCESS Proven, Repeatable Process

Investment decisions should be measured by fundamentals and logic, not motivated by fear and greed. We eliminate emotional decision-making from our work and help our clients do the same with a process that emphasizes objective performance measures, prudent risk management, and education.