Bob has over 20 years of experience in the discretionary investment management and brokerage business and has established a reputation as a turnaround specialist and business builder. Prior to founding Bellwether Investment Management, he led TD Waterhouse Private Investment Counsel, the TD Bank’s discretionary investment management division. Under Bob’s leadership Private Investment Counsel grew from $8 billion to $15 billion in assets under management.
Bob has been responsible for managing and building a wide range of Wealth Management businesses including: establishing the Royal Bank’s financial planning group; a private fund family; creating an offshore investment program; a Barbados chartered Bank that provided family office services; and a client base with responsibility for global equities and fixed income management. In each case, Bob has focused on serving the needs of High Net Worth clients in Canada and internationally.
Bob completed his Bachelor of Science degree at the University of Toronto. He is a CFA charterholder which is awarded by the CFA Institute in Charlottesville, Virginia, USA. The CFA Institute is the global association of investment professionals that promotes the highest ethical standards and on-going education for investment managers. Bob is also a Certified Management Accountant (CMA), Certified Financial Planner (CFP) and Certified Investment Manager (CIM). Bob is also registered as a Portfolio Manager and Chief Compliance Officer with the Ontario Securities Commission (OSC).
Carlo is a Chartered Professional Accountant with over twenty years of experience in senior finance and operational roles. Carlo also earned a Bachelor of Business Administration degree from the Schulich School of Business, where he was awarded a full four-year scholarship for academic excellence.
Prior to joining Bellwether, Carlo was Chief Financial Officer of a consumer electronics and mobile applications company, and Director of Finance of a publicly traded medical device company. Carlo has significant experience with growth, change management and process improvement.
Tackling challenges, mentoring others, and learning new things are what motivates Carlo most at work. When not working, he enjoys home automation, as well as spending time with his two young children, his family and friends.
Steve has been in the financial industry for over 20 years, during which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC) which was sold to IGM Financial in 2004, a member of the Power Financial group of companies. After IPC’s purchase, Steve carried on as CEO and continued to guide the growth of the company. He left IPC at the end of 2010 to pursue his interests in venture capital and philanthropy prior to his joining Bellwether Investment Management in October 2011 and became chairman of Lorne Park Capital Partners Inc. in 2013.
During Steve’s tenure, IPC grew from two small offices with approximately 30 Advisors to a fully integrated wealth management organization which, at the time of Steve’s departure, had 18 billion in assets under administration and 3 billion in assets under management.
Over the past few years, Steve has been active in the venture capital world and has utilized his past experience in growing IPC, and raising capital, to assist young North American companies grow their business. His experience in raising capital spans the entire range of possibilities within the capital markets, including: private equity; venture capital; public markets; strategic partnerships; and both on and off balance sheet debt financing.
Steve believes integrity and ethics are an essential component in business and private life. A key element in his vision is to make a difference in the lives of others. That vision involves a two pronged approach of helping those that are less fortunate, and inspiring others to help those less fortunate. He has participated in events such as the Canadian Iron Man, to raise funds and awareness for the MS society of Canada; ran the Honolulu Marathon in support of The Canadian Diabetes Association and The Make-A-Wish Foundation. He led a group of climbers up Mount Kilimanjaro to raise funds and awareness for the Make-A-Wish Foundation where he served as President of the Toronto and Central Ontario Chapter. Steve is also an active board member and supporter of The Michael ‘Pinball’ Clemons Foundation. All of these initiatives have one goal in mind, to raise funds for good causes and to inspire others to take on personal challenges in an effort to help others.
Michael “Pinball” Clemons is an icon of sporting excellence, community leadership, personal character and integrity. The Economics graduate is the pro-football world record holder in all purpose yards which earned him induction into the CFL Hall of Fame. He also has the second best coaching record in Argo history.
Known for a personality that is as electric as his style of play on the field was, Mike redefines the meaning of community involvement and has been recognized by many organizations for his tireless work with charities, schools and other community groups. In 2007, he fulfilled a long time ambition by launching The Michael ‘Pinball’ Clemons Foundation to quicken academic excellence, infuse depth of character, promote health and vitality, and inspire generosity in our youth. The foundations most noteworthy project to date is building 131 schools in third world countries over five years. The author, philanthropist and entrepreneur is also currently the vice-chair of the Toronto Argonauts and a member of the distinguished Order of Ontario.