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
5 Things You Need to Know About Alternative Investments
With stocks and bonds in freefall, why aren't more investors turning to Alternative Investments to diversify their portfolio?
January 26, 2023
Investing for Peace of Mind: Security and Protection with Bellwether
Bellwether's practices are designed to prioritize client protection and mitigate risk through a series of insurance policies and rigorous standards.
December 7, 2022
5 Investment Strategies to Navigate a Bear Market
With the risk of a recession on the horizon, our team of experts has created a list of 5 investment strategies to better navigate a potential bear market.
November 8, 2022
Finish Strong: 4 Tips During Q4 with Rising Interest Rates & Inflation
With Canadian interest rates nearing 40-year highs to tackle inflation, we outline some strategies to finish the year off strong during Q4 of 2022.
October 24, 2022
5 Common Retirement Mistakes and How to Avoid Them
Canadian retirement doesn't have to be stressful. Here are five mistakes you can avoid to better situate yourself and your finances.
October 4, 2022
How Investors Can Beat Record Inflation and Rising Interest Rates – the Benefits of Dividend Growth Strategies
As inflation continues to impact the investing landscape investors can find both a source of income stability and a way to beat inflation by investing in dividend growth stocks.
April 25, 2022
Strategic Investing During Turbulent Times: 5 Easy Principles to Navigate Market Uncertainty
Russia’s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. While it’s important for investors to assess the economic impact and potential for future disruptions, it’s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today.
April 4, 2022
Ukraine-Russia War: Strategies to protect your portfolio
Russia’s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. While it’s important for investors to assess the economic impact and potential for future disruptions, it’s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today.
March 21, 2022
Meet our new Chief Operating Officer and Chief Compliance Officer
Bellwether Investment Management announces new Chief Operating Officer and Chief Compliance Officer
January 24, 2022
What are the Tax Implications of Charitable Giving?
According to Statistics Canada, Canadians contribute billions of dollars to charity every year, more recently $10.3 billion in 2019. Learn more about What are the Tax Implications of Charitable Giving?
January 21, 2022
Making a Difference: How to Optimize Your Charitable Giving Strategy?
While a charitable contributions plan should never be pursued primarily for the goal of claiming a tax credit, there are methods you can help charities.
January 21, 2022
How to structure your investments for retirement
How do you structure your investments and effectively fund your retirement? Learn more about an effective strategy in this post.
November 22, 2021
Never too early or too late: When to start planning for retirement?
You're never too young to start planning for retirement, or too old! Here's how to get started in a calm and proactive manner.
October 29, 2021
How to Grow Your Income After Retirement
There are a number of ways to grow your income after retirement. Read and learn more here.
October 4, 2021
Can I Retire Early? Living the Dream with Retirement Planning
Planning to retire early does not need to be an impossible dream. It simply needs the right approach.
September 20, 2021
How to Approach Investing in the New Normal
Find out what you should consider when deciding how to approach investing in the new normal.
August 31, 2021
Retirement Planning Tips for the New Normal
Did the pandemic impact your retirement goals? Use these retirement planning tips and start moving forward on your revised path.
August 24, 2021
Midyear Financial Checkup — Are You Ready for the Rest of 2021?
Learn how a midyear financial checkup can help you build your wealth and minimize risks.
August 3, 2021
How Bellwether Is Different Than Traditional Financial Planning Firms and Banks
The best financial advisor firms offer more value than traditional banks can. At Bellwether, we put you first. Learn how partnering with us is different.
July 25, 2021
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