Your Roadmap for Major Life Stages
Craft a comprehensive financial plan with our roadmap for every life stage. Learn to improve your current financial situation and prepare for the future.
October 16, 2024
Why Fixed Income Matters
Learn how innovative fixed income strategies can provide predictable income, manage portfolio volatility, and offer opportunities beyond traditional bonds.
September 17, 2024
Financial Literacy Part 1: What is Financial Literacy?
Financial literacy series. Learn how to turn financial knowledge into action and create a plan that helps you achieve your goals with confidence.
September 11, 2024
Third Chapter: An Update on Settling My Mom’s Estate
A personal journey through managing a small estate, covering key steps like estate planning, filing tax returns, and dealing with the CRA
September 6, 2024
Private Infrastructure: A Case for Global Diversification
Explore private infrastructure's growth, benefits, and global diversification. Learn how Bellwether offers access to institutional-grade investment opportunities.
August 14, 2024
10 Things to Know About Dividend Tax Efficiency
Looking to invest for higher after-tax returns? Here’s everything you need to know about dividend tax credits so you can keep more of what you earn. Read 10 crucial tips now!
August 8, 2024
Third Chapter: Actionable Investment Goals
Janine Guenther, shares a 6-step guide that can help you identify, execute, and confidently achieve your investment goals
July 9, 2024
reBalanced Portfolio
Discover how to rebalance a portfolio for risk-adjusted returns. Learn how diversifying with alternative investments can improve stability and performance.
June 20, 2024
Third Chapter: Structuring a Resilient Portfolio
Janine Guenther, a portfolio manager and wealth advisor, shares her insights on structuring a resilient portfolio to better navigate personal finance.
May 16, 2024
Spring Cleaning Your Portfolio & Finances
Spring cleaning your home is fulfilling, but you should give your finances the same treatment. Here are four strategies to reoptimize your portfolio.
May 7, 2024
Advisor Highlight: An Interview with Chris Jardine
Meet Chris Jardine, a Family Wealth Advisors with The Beaches office. In this interview, he discusses his experience of partnering with Bellwether.
April 23, 2024
Interest Rates Outlook: Housing Holdups?
Explore the Bank of Canada’s recent considerations on interest rates amid fluctuating inflation. Learn how rate cuts could affect housing and the economy.
April 2, 2024
What's Holding Back Canada's Stock Market?
Learn why Canada's stock market is underperforming the U.S. market and identify the investment strategies and opportunities it opens up.
March 19, 2024
Family Day: How Do You Define Legacy?
Learn how to prepare for the largest wealth transfer to date. Navigating difficult conversations today can define a legacy that lasts well beyond tomorrow.
February 27, 2024
New Year Resolutions: Personal Finance Tips 2024
Setting goals for 2024 may harm personal finances; here's how you can make the most of your resolutions with systems that promote constant improvement.
January 4, 2024
Canadian Investment Perspectives: The Risks of Home Bias
A high number of Canadian fund managers invest with a home bias, which can significantly dampen portfolio returns. Learn why and how to avoid it.
December 20, 2023
Supporting Advisors with Bellwether
Learn how Bellwether supports advisor growth and enriches client experiences. Oh, and we're making being an advisor fun again.
December 5, 2023
Portfolio Diversification: The Case for Private Credit
With economic uncertainty causing traditional lenders to retreat, alternatives and private lending are set to benefit and diversify investor portfolios.
November 8, 2023
How a Registered Education Savings Plan (RESP) Helps
Find out how Canadians can use tax-sheltered accounts like the the Registered Education Savings Plan to help them get ahead and afford higher education.
October 3, 2023
Understanding Financial Phobias
Many investors experience an irrational fear of their finances in one way or another, which might hold them back. Here's an overview of financial phobias.
September 19, 2023
Estate Planning: Take Pride in Your Legacy
With proper estate planning, you can control how your assets are dispersed for better wealth continuity and opportunity for your loved ones.
September 5, 2023
3 Essential Books for Young Investors
Financial literacy is one of the most valuable skills in life, but starting can be intimidating. Here are 3 book to help young investors get started.
August 15, 2023
When Building a Business, Advisors are Clients Too
We treat partnered advisors like our greatest clients so they can focus on what matters: growing their business without compromising their service quality
July 25, 2023
From Good to Great: Alternative Investment Opportunities in Energy
Alternative investments can diversify and elevate a good portfolio to greatness. Find out how we're capitalizing on the evolving Energy Sector.
July 11, 2023
Pass the Torch Without Getting Burned: Adult Children, Risks, and Advisors
Advisors and adult children of the client may clash if they aren't properly introduced. Learn more about the possible risks and how to avoid them.
June 27, 2023
Is $2 Million the New 1$ Million for Retirement?
Is $1 million still enough for retirement with inflation? Learn how to plan and invest wisely with Bellvest to stay ahead of inflation for generations.
June 12, 2023
Dividend Growth Potential
Discover the benefits of dividend growth companies for investors. Learn how these investments provide stability, income and capital appreciation.
May 30, 2023
More Chips, Please! Semiconductors, Decoupling, and Deglobalization
Uncover the impact of how current geopolitical tensions may impact semiconductor trade and revenues. Learn how deglobalization may affect global markets
May 16, 2023
Employee Ownership Trusts: Tax Benefits, Owners, & Succession Planning
Explore the tax benefits and succession planning advantages of employee ownership trusts. Learn how EOTs can benefit both employees and business owners.
May 9, 2023
REITs and High Net Worth Investing: What You Need to Know
Discover how high net worth investors can benefit from investing in REITs and diversification. Learn the advantages and risks of this investment strategy.
May 2, 2023
The Benefits of a Family Trust to Maximize Wealth Distribution
A Family Trust can help you leave a lasting legacy for your loved ones. With the associated nuances, it's important that you do it properly. Find out how.
April 25, 2023
4 Habits of Organized Investors
Diligent investors know that being methodical and calculated often yields the best results. Here are a few tips to improve your organizational skills.
April 3, 2023
Credit Where Credit Is Due: How Your Score Impacts Your Finances
Credit scores can have a significant impact on your future. Find out how, and more importantly, how you can improve your own.
March 28, 2023
Scott Watson, Senior Vice President and Head of US Corporate Development
Scott Watson, the new Senior Vice President and Head of Corporate Development for Promus Asset Management and Bellwether Investment Management USA.
March 27, 2023
Debt Reduction Strategies: How to Pay Off Debts Faster
With the average Canadian household debt rising throughout 2022, here are a few strategies to better manage your burden and how it can benefit you.
March 21, 2023
Canadian Tax Filing Checklist
With the tax filing season for 2023 quickly approaching, here's a checklist to help you make sure you're prepared, as well as advice from experts.
March 8, 2023
What Are Tax Efficient Investments?
Taxes can significantly impact your investments' overall performance, which is why we suggest proper portfolio construction to maximize tax efficiency.
February 27, 2023
Budgeting Tips for 2023
With 2023 upon us, now is a prime opportunity to start (re)assessing your budget for the new year. Here are a few pieces of key advice.
February 21, 2023
What's an FHSA and Why Should Gen Z Be Excited?
Canada is ready to launch their First Home Savings Account ("FHSA") to help young Canadians afford their dream home. Find out how it can benefit you.
February 13, 2023
What's a Nominee RRSP Account?
Nominee RRSP accounts can benefit you when it comes to planning for retirement, learn about the benefits and how you can get the most out of your RRSP.
February 7, 2023
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