Trent Smith

Bellwether Investment Management

Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you're ready to spread your wings, let's fly. Together. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families. For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.