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Bellwether Investment Management Inc.

Address

1267 Cornwall Road, Suite 202
Oakville, Ontario L6J 7T5
(905) 337 - 2227
bob.sewell@bellvest.ca
www.bellvest.ca

Principal Contacts

Bob Sewell
President and CEO
Tel: (905) 337 - 2227 ext 201
bob.sewell@bellvest.ca

Steve Meehan
Chairman
Tel: (905) 337 - 2227 ext 204
steve.meehan@bellvest.ca

Client Minimums

Private: $500,000
Institutional: $500,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon
  • United States
  • International - Non-North American

* indicates a physical location in this province

Bellwether Investment Management Inc. is a multi-boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates & Trusts.  Our investment solutions include North American equity and fixed income portfolios utilizing our proprietary “Disciplined Dividend Growth” Investment Process and Global Tactical ETF portfolios through our archerETF division.

Firm History

While the roots of the company go back further, Bellwether was formed by the merger of TWP and Company and Bellwether Investment Management in December 2009. TWP was established in 2005 and archerETF in 2008. Please see our website,www.bellvest.ca for more detail of our North American investment solutions or www.archerETF.com for our Global ETF solutions.

“Bellwether was created primarily because the partners felt that many High Net Worth investors weren’t receiving the tailored investment services required to meet their needs…”

Investment Philosophy

Our goal is to deliver superior returns for investors.  Defining “superior returns” is specific to each investor’s objectives & thus we work with our clients to tailor their solution & understand their definition of success. Our investment approach is team based with all of our portfolios guided by our Investment Committee.

Bellwether’s “Disciplined Dividend Growth” Investment Process

Our process is Disciplined because we apply rigorous quantitative and qualitative methodologies used in the selection of companies that have better than average valuations, revenue and cashflow growth and balance sheet strength. Our process is Growth because weemphasize profit and dividend growth.  Please see the “Why Invest with Bellwether” tab on our website, www.bellvest.ca for more detail.

“Our fundamental belief is that growth in corporate profits and the resultant dividend growth will eventually lead to share price appreciation.”

archerETF’s Global Tactical Investment Process

Our process utilizes Exchange Traded Funds to create globally oriented equity and fixed income portfolios that are subject to regular “tactical” shifts to reduce risk and take advantage of global investment opportunities. Please see the “Why Invest with archerETF” tab on our website, www.archerETF.com for more detail.

Reporting & Communication with Clients

Bellwether strives to provide a distinctly personal service that is truly focused on meeting the broader financial needs of our clients. Our philosophy is built on the following principles: Tailored – to tailor our services to meet complex client objectives; Designed – to deliver solutions designed specifically for each client; & Transparency – to provide transparency and access to our experts.

All aspects of our client relationships are defined within an Investment Policy Statement (IPS). The IPS documents the details gathered in our client discovery process including the desired frequency of contact. We believe that our client relationships will only be successful if both parties agree on how the portfolio is to be managed and when & how the client wants to be communicated with.

Bellwether clients also receive: An analysis and recommendations regarding wealth planning strategies; A transition plan regarding how best to transfer existing investments; Quarterly account statements and portfolio performance; Informative quarterly reports, which include our current investment strategy; & On-line access to the custody accounts at TD Waterhouse.