Bellwether Investment Management

07/07/2026

Here's 𝘛𝘩𝘦 𝘏𝘢𝘭𝘧𝘸𝘢𝘺 𝘙𝘦𝘱𝘰𝘳𝘵 to help you take inventory of how 2026 has delivered a year's worth of pivotal developments and market-defining moments in just its first six months.

06/25/2026

Two great additions to the Bellwether team: meet Amy Smith, joining us at our Beaches office, and Natalee Ducharme, now at our Windsor location.

In their respective roles as Client Experience Coordinator and Specialist, the pair brings a shared instinct for integrated operations and process management. That, and an understanding that tailored client solutions start with seeing the big picture in every detail.

06/23/2026

With a record-breaking $23.3 million raised for lifesaving research, The Princess Margaret Cancer Foundation's 19th annual ride was a massive success.

We couldn't be prouder to have been a part of it.

06/17/2026

Craig Ellis, CIO, shares his thoughts on how global oil inventories have drawn down over the past few months. While the worst-case scenario has been avoided, he raises the important aspect of what comes next: how long might the move to peace take? How quickly can bottlenecks unwind? When will supply and pricing return to pre-war levels?

A signed deal is something to celebrate, but the path to normalization is still ongoing.

06/15/2026

Chief Investment Officer Craig Ellis explains three market stories that have been in the news lately:

1) Cause & Effect: Depleted oil reserves
2) Curving Upward: Climbing bond yields
3) Canada's Recession: Technical but present

The Strait of Hormuz has been closed for over three months — and th...

06/09/2026

Congratulations to all the winners and excellence awardees at this year's !

It was a night of celebrating like-minded leaders who consistently go above and beyond to reshape the landscape for advisors and their clients.

With new and familiar faces in attendance, there's one thing that's becoming more apparent by the day: "good enough" is a checkpoint in our industry, not a destination.

06/04/2026

Tonight's the night.

Good luck to Chris Jardine and his fellow excellence awardees at this year's Wealth Professional Awards!

In an industry built on trust and putting others first, Chris stands out for his commitment to clients and colleagues alike.

06/02/2026

"I've never seen a frantic mind outlast a steady hand."

Sonny Aggarwal raises an important caveat with his answer to what makes a smart investor: a plan and the numbers behind it are only as reliable as your discipline is. Without mastering your own impulses, maintaining a winning streak gets harder as time goes on.

But why take our word for it? You can read his full response here: https://www.bellvest.ca/resources/what-makes-a-smart-investor/

05/29/2026

We asked 5 members of our investment management team what makes a smart investor. Their answers varied in emphasis but landed in the same place: temperament, discipline, and a clear-eyed sense of what wealth is ultimately for.

Uncover the key attributes that define a smart investor. Insightful analysis is just the beginning of successful investing.

05/26/2026

"To me, partnership—the ability to work with one another so closely at Bellwether—is a huge advantage to everyone here, and it would be very different if I was trying to do this on my own."

Kelsey Doiron's words captured the theme of this year's conference perfectly: collaboration and mentorship. In an industry known for change, the best way to learn faster is to learn together.

Our annual 𝘕𝘦𝘹𝘎𝘦𝘯 𝘋𝘢𝘺 is part of our ongoing commitment to professional development.