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Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families. For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.

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Bellwether Investment Management Questions

The Bellwether Investment Management annual revenue was $7 million in 2024.

Julianna Varpalotai-Xavier is the COO of Bellwether Investment Management.

45 people are employed at Bellwether Investment Management.

Bellwether Investment Management is based in Oakville, Ontario.

The NAICS codes for Bellwether Investment Management are [52, 523, 5239].

The SIC codes for Bellwether Investment Management are [62, 621].

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