The Estate Bond: Tax-efficient Estate Plan Strategies
Discover how an estate bond can boost your legacy with tax-efficient, creditor-protected wealth transfer—ideal for affluent retirees and business owners.
June 18, 2025
Understanding Income Splitting in Canada: Tax Saving Strategies
Discover the perks of income splitting to reduce Canadians' tax bill by allocating funds to lower-income family members, including pension income splitting.
May 28, 2025
Is a Balanced Mutual Fund Really Balanced?
Many "balanced" mutual funds aren't truly balanced, often leaning heavily on equities. Learn how to check a fund's allocation and level of diversification.
May 20, 2025
Third Chapter: Estate Planning with Confidence & Clarity
Discover how transparent conversations lead to clear expectations and the confidence that your estate plan is secured.
April 14, 2025
Absolute Return vs. Relative Return: Key Differences
Explore the differences between absolute return and relative return. Learn how they impact your investments and examples to make informed decisions.
April 3, 2025
How Dividend Growth Mitigates the Risks of Market Concentration
Explore how dividend growth can shield your portfolio in highly concentrated markets, as well as the strategies an active manager brings to the table.
March 20, 2025
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 11, 2025
Third Chapter: 5 Ways to Proof Your Investment Recipe
Learn how to avoid common investment mistakes and improve your wealth-building strategy with 5 actionable tips.
February 4, 2025
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.
January 28, 2025
Financial Literacy Part 3: How to Create a Budget
Master the art of budgeting with our essential guide. Learn to create and stick to a budget that aligns with your financial goals and manage finances.
January 21, 2025
New Year Resolutions: Personal Finance Tips 2025
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 6, 2025
DIY Investing vs. Hiring a Financial Advisor: Which Fits Better?
Explore the pros and cons of DIY investing versus hiring a financial advisor. Learn how to manage your money yourself or hire an expert for guidance.
December 12, 2024
What Happens When Someone Dies Without a Will in Canada
Learn what happens if you die without a will in Canada. Dying intestate means your estate distribution is left to provincial laws—and not your wishes.
December 3, 2024
Third Chapter: Capital Conversations
Join Janine Guenther in challenging the taboo around talking about money. Our blog highlights the need for open dialogue to foster financial literacy and personal empowerment.
November 15, 2024
Financial Literacy Part 2: How to Set Financial Goals
Learn how to set financial goals that put your dreams within reach. Discover how to work toward achieving short-, mid-, and long-term financial success.
October 29, 2024
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
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
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
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