Bellwether Investment Management

General Information
Company Name
Bellwether Investment Management
Founded Year
2018
Location (Offices)
Oakville, Canada +7
Founders / Decision Makers
Number of Employees
47
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Bellwether Investment Management - Company Profile

Bellwether Investment Management Inc. is a Canada-based Financial Services and Wealth Management firm that brings together a team of portfolio managers and family wealth advisors with the single-minded goal of their clients' success. Founded in 2018, the company offers holistic financial planning services and disciplined, prudent portfolio management under one roof, aiming to inspire confidence and alleviate the organizational burden on busy families. For advisors, Bellwether provides a professional experience for their clients, taking care of portfolio management, and thus allowing the advisors to focus on serving their clients better. With a focus on maximizing client wealth and providing a hassle-free investment experience, this company presents an intriguing opportunity for potential venture capital investment, especially for those interested in the financial services sector in Canada.

Taxonomy: portfolio management, financial planning, investment management, family wealth advisors, professional experience, holistic services, disciplined portfolio management, dedicated investment managers, cash-raising, portfolio re-balancing, organizational burden, prudent, confidence-inspiring, partnership opportunities

Funding Rounds & Investors of Bellwether Investment Management (0)

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Latest News of Bellwether Investment Management

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