Bellwether Investment Management

Bringing everyone together is always a pleasure, but there's something about the State of the Company Address that makes it even more fulfilling. This time around, the theme was 𝘐𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘰𝘯 𝘈𝘯𝘴𝘸𝘦𝘳𝘴 𝘜𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺. With the introduction of new efficient processes, elegant programs, and exciting developments, we've focused on positioning ourselves for sustainable growth. At the end of the day, we couldn't be more proud of the organization we've managed to build together. Each and every one of us has a pivotal role to play, and knowing that we can rely on one another to get the job done has been nothing short of incredible. With such deep bench strength, it's not hard to see why we continue to succeed. With this level of talent and a shared vision, there's not much we can't achieve. #teamwork #teamspirit #bellwetherteam

According to a study by The National Institute of Ageing, only 30% of Canadians have an estate plan. The first mistake you can make is simply not having one. But going a step further, here are a handful of common issues that you can easily address to avoid unnecessary complications, maximize your wealth distribution, make a meaningful difference for your loved ones, and leave a lasting legacy. #springcleaning #estateplanning #financialplanning

"Lorne Park is honoured once again to be recognized as one of the fastest-growing companies in the Americas by Financial Times," said Robert Sewell, President and CEO. "Being awarded three years in a row is the result of the outstanding performance and high level of execution from our team, and the continued trust of our valued clients." No compensation was paid for third-party ratings or rankings.

Meet Kelsey Bowman, a Family Wealth Advisor serving clients across Eastern Canada. With a passion for helping their local community, our Nova Scotian team works just as hard outside the office as they do in the office, offering their free time and expertise by sitting on the boards of directors of several non-profit organizations and community associations. 𝘞𝘩𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘢𝘯 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘫𝘰𝘪𝘯𝘪𝘯𝘨 𝘉𝘦𝘭𝘭𝘸𝘦𝘵𝘩𝘦𝘳? Since joining Bellwether, they have supported my growth as an individual and as an advisor within a larger team. We work together to come up with new ideas and solutions. 𝘞𝘩𝘢𝘵 𝘴𝘦𝘵𝘴 𝘉𝘦𝘭𝘭𝘸𝘦𝘵𝘩𝘦𝘳 𝘢𝘱𝘢𝘳𝘵 𝘧𝘳𝘰𝘮 𝘰𝘵𝘩𝘦𝘳𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺? Bellwether allows individual investors to have the opportunities and advantages of institutional investors, but with a personalized and customized experience—that's important. 𝘞𝘩𝘢𝘵 𝘥𝘰𝘦𝘴 𝘱𝘶𝘵𝘵𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘧𝘪𝘳𝘴𝘵 𝘮𝘦𝘢𝘯 𝘵𝘰 𝘺𝘰𝘶? We always go that extra mile for them—that time and dedication makes their lives easier and ensures they have a fully mapped-out financial plan so they can live for today knowing that tomorrow is taken care of. Sometimes this means lending a hand with non-financial or investment-related matters, such as assisting with forms and documentation. We couldn't be happier to know that we're making a difference in their lives, whatever that may be.

Market fluctuations and life changes can disrupt your portfolio's balance, highlighting the importance of regular rebalancing. Investment strategies operate on a longer horizon, whereas tactical portfolio adjustments are often made to account for circumstantial, extrinsic reasons. This might involve seizing an opportunity, protecting capital, or a combination of both. There’s a strong case for rebalancing your portfolio to offset unnecessary risk exposure, but it can extend beyond how you allocate funds 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 asset classes—it can also include 𝘸𝘪𝘵𝘩𝘪𝘯 asset classes. #springcleaning #portfoliorebalancing #assetallocation #wealthmanagement #portfoliomanagement

Spring cleaning is one of the more fulfilling annual chores—spotless baseboards, stainless steel polished to perfection, freshly cleaned fridge shelves, neatly organized linen closets. It may be time-consuming, but the relief and fulfillment of a perfectly maintained household are always worth the effort. But why stop there? Here are four strategies to treat your portfolio with the same amount of care and attention to detail as your home. https://lnkd.in/eqAday5n

Spring cleaning isn't just for your home—it's also a good time to tidy up your portfolio! Have you ever calculated exactly how much you're spending on fees each year? Understanding these costs and discussing them with your advisor is crucial for financial clarity and a strong partnership. Take a closer look at your expenses to ensure your investments are working hard for you. #springcleaning #investmentfees #portfoliomanagement

We couldn’t be happier to have Janine Guenther, CFA, CMT as a member of the Bellwether team and one of Benefits and Pensions Monitor’s Elite Woman 2024 award winners. Her passion for delivering a consistently exceptional experience extends beyond her own clients. Throughout her career, Janine has volunteered both in the industry and in her community. Whether it's for the CFA Institute, on global and local levels, or for her kids, their school, and the sports that they play, the importance of giving back to lift us all up has been an overarching theme. A key component of any partnership is finding people who share your values, and Janine’s dedication to creating an environment where investors’ interests come first couldn’t be closer to our core belief—clients come first. But today we’d like to put Janine first for her achievements and congratulate her on the recognition she deserves. As a trailblazer reshaping industry standards for the next generation of women leaders, we look forward to working alongside her and making a real difference every day.

Consistency and reliability are two of the most valuable qualities across our industry at large, and as a process-driven organization, it's only fitting to have 𝘋𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘋𝘦𝘭𝘪𝘷𝘦𝘳𝘴 𝘙𝘦𝘴𝘶𝘭𝘵𝘴 as our final core value. Rather than follow the latest trends, we adhere to what's worked for decades now. Proven, repeatable processes not only encourage positive results, but they also foster trust—trust that you can know what to expect and have the track record to prove it. In the short term, markets are unpredictable. Any given sector, asset class, or investment style can rise to the top while others fall out of favour over the course of a year. It will likely happen again the following year. And the next one. Volatility isn't something you 𝘨𝘶𝘦𝘴𝘴 about; it's something you 𝘱𝘳𝘦𝘱𝘢𝘳𝘦 for. But focusing exclusively on the short term can be harmful, and with a longer outlook, you can stay the course and avoid losing sight of the end goal. Investment strategies are only as strong as the conviction and time behind them—we have plenty of both. #wealthmanagement #investmentmanagement #reliability #longtermoutlook #investmentstrategies

Today, our Communications Lead Edward Leslie-MacDonald interviewed a longstanding Family Wealth Advisor, Christopher Jardine, CFP, CIM, to better understand what Bellwether has done for him and his team. From the initial onboarding process to supporting new marketing initiatives, driving growth, fostering professional development, and consistent reliability, Chris details what he’s been able to accomplish with the firm and shares his views on why advisors may want to consider making the change. When advisors thrive, so do we—that’s the founding principle for successful partnerships. Read more here: https://lnkd.in/eWa_DnFM