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.
View Top Employees from Bellwether Investment ManagementWebsite | https://www.bellvest.ca/ |
Revenue | $7 million |
Employees | 45 (45 on RocketReach) |
Founded | 2009 |
Address | 1295 Cornwall Rd, Unit A3, Oakville, Ontario L6J 7T5, CA |
Phone | (905) 337-2227 |
Fax | (905) 337-3552 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | Penn Capital Management Company, LLC, Pinnacle Investment Management Group, Sawgrass Asset Management, LLC, THB Asset Management, The Roosevelt Investment Group, LLC |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Bellwether Investment Management employee's phone or email?
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].