Lorne Park Capital Partners Inc. and Bellwether Investment Management Inc. Announce Purchase of Client Base
2015-09-22 21:00:02.382 GMT
Lorne Park Capital Partners Inc. and Bellwether Investment Management Inc. Announce Purchase of Client Base
Canada NewsWire
OAKVILLE, ON, Sept. 22, 2015
OAKVILLE, ON, Sept. 22, 2015 /CNW/ – Lorne Park Capital Partners Inc. (TSX-V:
LPC) (“LPCP”) and Bellwether Investment Management Inc. (“Bellwether”) announced today that Bellwether has agreed to acquire the client base of Diana G. Bristow.
Bellwether’s portfolio management and client services team in Oakville, Ontario will manage Ms. Bristow’s client base. It is anticipated that clients will be transitioned to Bellwether’s discretionary management platform by the end of November, 2015. Ms. Bristow is expected to become a portfolio manager of Bellwether in December, 2015 and to continue to support the clients that will be transitioning to Bellwether.
“We’re delighted to welcome Diana and her clients to Bellwether Investment Management and to introduce them to our tailored investment solutions,” said Robert Sewell, Chief Executive Officer of LPCP and Bellwether. Ms. Bristow will join Bellwether as Vice President, bringing more than 20 years of investment industry experience to the firm.
About Bellwether Investment Management Inc.
Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary “Disciplined Dividend Growth”
Investment Process. Bellwether provides discretionary investment management focused on North American Dividend Growth investing and is dedicated to serving the distinct needs of affluent families. Bellwether’s suite of investment solutions includes Canadian, US and global equity and fixed income strategies. Bellwether is a subsidiary of Lorne Park Capital Partners Inc.
(TSX-V: LPC).
About Lorne Park Capital Partners Inc.
LPCP was created to bring together boutique investment management and wealth advisory firms in order to deliver robust, cost effective investment solutions to affluent investors. LPCP’s unique strategy creates better alignment between investment managers and wealth advisors while providing them with additional resources to accelerate their growth and establish their own succession plan.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
NOT FOR DISTRIBUTION IN THE UNITED STATES. ANY FAILURE TO COMPLY WITH THIS RESTRICTION MAY CONSTITUTE A VIOLATION OF U.S. SECURITIES LAW.
This news release contains certain forward-looking statements. LPCP has tried, whenever possible, to identify these forward-looking statements using words such as “anticipates”, “believes”, “estimates”, “expects”, “plans”, “intends”, “potential”, “may” and other similar expressions. These statements reflect LPCP’s current belief and are based upon currently available information.
Accordingly, such forward-looking statements involve known and unknown risks, uncertainties and other factors which could cause LPCP’s actual results, performance or achievements to differ materially from those expressed in or implied by such statements. LPCP undertakes no obligation to update or advise in the event of any change, addition or alteration to the information contained in this news release including such forward-looking statements, unless otherwise required under applicable law.
SOURCE Bellwether Investment Management Inc.
Robert Sewell, Chief Executive Officer, bob.sewell@lpcp.ca, (905) 337-2227
For further information: Robert Sewell, Chief Executive Officer, bob.sewell@lpcp.ca, (905) 337-2227
CO: Lorne Park Capital Partners Inc.
ST: Ontario