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Our Partners

Our Partners

Our strategy involves acquiring an ownership interest in Investment Management and Wealth Advisory firms that become our Partners.  Our objective is to create alignment between our Partner firms by providing capital, liquidity and new business opportunities to accelerate their growth.  By creating this alignment, we believe our Partners can collectively deliver cost effective, high quality investment solutions to Canadians.

  • Bellwether Investment Management Inc.

    Bellwether Investment Management Inc. safeguards the future for affluent families as well as businesses, non-profit organizations, pension plans and foundations. Our investment management team, comprised of portfolio managers, is held to the highest standard in the industry. Our Family Wealth team, made up of skilled financial planners, has wide-ranging expertise in insurance, taxes, real estate and estate planning to help you achieve your financial goals.

    Are you ready to spread your wings?

    Get started by visiting Bellwether Investment Inc.’s website.

     

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  • Adaptive ETF

    Adaptive ETF is a Bellwether Investment Management Inc. strategy. Bellwether’s proprietary, mathematically derived methodology for selecting and actively managing exchange-traded funds, which we call our Adaptive Global ETF Strategy®, gives institutional and individual investors the confidence to include ETFs in their portfolios without reservation. The Adaptive-Bellwether approach is simple: ask tough questions, develop a repeatable and reliable process, test it to ensure it gets results, and have the discipline to stick to it.

    Visit Adaptive ETF’s website

     

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