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

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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

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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

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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

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Banking on a Recession: Alternatives Set to Benefit

With economic uncertainty causing traditional lenders to retreat, alternatives and private lending are set to benefit and diversify investor portfolios.

November 8, 2023

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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

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© Bellwether Investment Management Inc. 2023. 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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