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

© Bellwether Investment Management Inc. 2024. 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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