Bellwether Investment Management
Investment Management • 
Oakville, Ontario, Canada • 51-100 Employees
Company overview
| Headquarters | 1295 Cornwall Rd, Unit A3, Oakville, Ontario L6J 7T5, CA |
| Phone number | +18664697990 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Risk Management, Tax Planning, Succession Planning, Wealth Management, Business Planning, Portfolio Management, Investment Management, Tax Efficiency, Charitable Giving, Family Wealth Management, Investment Manager |
| Employees | 51-100 |
| Socials |
Key Contact at Bellwether Investment Management
Wayne Wiggins
Vice President and Portfolio Manager
Bellwether Investment Management Email Formats
Bellwether Investment Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@bellvest.ca), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@bellvest.ca | 57.1% |
{first name}.{last name} | john.doe@bellvest.ca | 39.3% |
{first name}{last name} | johndoe@bellvest.ca | 3.6% |
About 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.
Bellwether Investment Management revenue & valuation
| Annual revenue | $9,987,639 |
| Revenue per employee | $185,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Bellwether Investment Management has 24 employees across 5 departments.
Departments
Number of employees
Funding Data
Bellwether Investment Management has never raised funding before.
Bellwether Investment Management Tech Stack
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