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

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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

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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

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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

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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

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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

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© Bellwether Investment Management Inc. 2024. This communication is intended for residents of the provinces in which we are registered and is not meant to be a solicitation to any persons not resident in those provinces. Any opinions expressed in this article are just that, and are not guarantees of any future performance or returns. Some of the information contained in this article has been drawn from sources believed to be reliable but due to the fact that it is provided by a third party, it cannot be guaranteed to be accurate or complete. Bellwether Investment Management Inc., Bellwether Estate and Insurance Services Inc. and Bellwether Family Wealth cannot provide tax advice and therefore we recommend that you consult your tax advisor for further assistance with your tax planning and the preparation of your tax return. The report is prepared for general informational purposes only and the securities mentioned in this report should not be construed as a recommendation for any specific securities.

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