pleased to announce the appointment of Ms. Julianna Varpalotai-Xavier, as Chief Operating Officer of its wholly owned subsidiary Bellwether Investment Management Inc. (“Bellwether”) effective September 7, 2021. Ms. Varpalotai-Xavier replaces Ms. Susan Schulze, who resigned from that role effective September 7, 2021.
Ms. Varpalotai-Xavier is a CPA, CA, has an MBA from the University of Cambridge, and has more than 20 years of experience in the portfolio management industry. Over the course of her career, she has had extensive experience working with affluent families, institutional clients and advisors.
Ms. Schulze will assume a new role with Bellwether as VP of Practice Management. In her new role, Ms. Schulze will be shifting her focus to all aspects of practice management, including training and education, advisor development, and creating a consistent Bellwether client experience.
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, foundations, estates and trusts. LPCP’s unique strategy creates better alignment between investment managers and wealth advisors while providing them with additional resources to accelerate their growth.
About Bellwether Investment Management Inc.
Bellwether 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 LPCP, and is registered as a portfolio manager in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan, an exempt market dealer in Alberta, Ontario and Quebec, and an investment fund manager in Ontario and Quebec.
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Chief Executive Officer
Lorne Park Capital Partners Inc.
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