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

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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

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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

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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

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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

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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

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© Bellwether Investment Management Inc. (“Bellwether”), 2025. Bellwether is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer in applicable jurisdictions. This material is provided for general informational purposes only and does not constitute investment, legal, or tax advice. It is intended solely for residents of the provinces in which Bellwether is registered and is not a solicitation to individuals in any other jurisdiction. The views expressed do not guarantee future performance or returns. While some information may have been obtained from sources believed to be reliable, Bellwether makes no representation or warranty as to its accuracy or completeness. Neither Bellwether Investment Management Inc. nor Bellwether Family Wealth provides tax advice. Therefore, we recommend that you consult your professional tax advisor for guidance on your tax planning. Any references to specific securities are for illustrative purposes only and do not constitute a recommendation to buy or sell.

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