Bellwether Investment Management is pleased to announce the appointment of Julianna Varpalotai-Xavier as Chief Operating Officer and Chief Compliance Officer.

Julianna has been in the investment management industry for over 25 years. She is a CPA, CA and has an MBA from the University of Cambridge. Throughout her career, she has had experience working with affluent families, institutional clients, and advisors.

Julianna brings to Bellwether her comprehensive knowledge of investment operations and system integration in the portfolio management field which is supplemented by her tenure and experience in compliance. She is a strong proponent of streamlining processes to simplify the way a business operates. Julianna recognizes that operations and compliance are more effective if they are integrated, creating a more efficient organization resulting in Bellwether’s goal: a great client experience.

Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. To learn more about Bellwether Investment Management, please visit bellvest.ca.


© 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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