The Benefits of a Family Trust to Maximize Wealth Distribution
A Family Trust can help you leave a lasting legacy for your loved ones. With the associated nuances, it's important that you do it properly. Find out how.
April 25, 2023
4 Habits of Organized Investors
Diligent investors know that being methodical and calculated often yields the best results. Here are a few tips to improve your organizational skills.
April 3, 2023
Credit Where Credit Is Due: How Your Score Impacts Your Finances
Credit scores can have a significant impact on your future. Find out how, and more importantly, how you can improve your own.
March 28, 2023
Scott Watson, Senior Vice President and Head of US Corporate Development
Scott Watson, the new Senior Vice President and Head of Corporate Development for Promus Asset Management and Bellwether Investment Management USA.
March 27, 2023
Debt Reduction Strategies: How to Pay Off Debts Faster
With the average Canadian household debt rising throughout 2022, here are a few strategies to better manage your burden and how it can benefit you.
March 21, 2023
Canadian Tax Filing Checklist
With the tax filing season for 2023 quickly approaching, here's a checklist to help you make sure you're prepared, as well as advice from experts.
March 8, 2023
Budgeting Tips for 2023
With 2023 upon us, now is a prime opportunity to start (re)assessing your budget for the new year. Here are a few pieces of key advice.
February 21, 2023
What's an FHSA and Why Should Gen Z Be Excited?
Canada is ready to launch their First Home Savings Account ("FHSA") to help young Canadians afford their dream home. Find out how it can benefit you.
February 13, 2023
What's a Nominee RRSP Account?
Nominee RRSP accounts can benefit you when it comes to planning for retirement, learn about the benefits and how you can get the most out of your RRSP.
February 7, 2023
5 Things You Need to Know About Alternative Investments
With stocks and bonds in freefall, why aren't more investors turning to Alternative Investments to diversify their portfolio?
January 26, 2023
Investing for Peace of Mind: Security and Protection with Bellwether
Bellwether's practices are designed to prioritize client protection and mitigate risk through a series of insurance policies and rigorous standards.
December 7, 2022
5 Investment Strategies to Navigate a Bear Market
With the risk of a recession on the horizon, our team of experts has created a list of 5 investment strategies to better navigate a potential bear market.
November 8, 2022
Finish Strong: 4 Tips During Q4 with Rising Interest Rates & Inflation
With Canadian interest rates nearing 40-year highs to tackle inflation, we outline some strategies to finish the year off strong during Q4 of 2022.
October 24, 2022
5 Common Retirement Mistakes and How to Avoid Them
Canadian retirement doesn't have to be stressful. Here are five mistakes you can avoid to better situate yourself and your finances.
October 4, 2022
How Investors Can Beat Record Inflation and Rising Interest Rates – the Benefits of Dividend Growth Strategies
As inflation continues to impact the investing landscape investors can find both a source of income stability and a way to beat inflation by investing in dividend growth stocks.
April 25, 2022
Strategic Investing During Turbulent Times: 5 Easy Principles to Navigate Market Uncertainty
Russia’s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. While it’s important for investors to assess the economic impact and potential for future disruptions, it’s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today.
April 4, 2022
Ukraine-Russia War: Strategies to protect your portfolio
Russia’s invasion of Ukraine has heightened volatility in stocks, bonds, commodities and currencies. While it’s important for investors to assess the economic impact and potential for future disruptions, it’s also critical to assess the situation from a rational and long-term perspective, no matter how hard it may seem today.
March 21, 2022
Meet our new Chief Operating Officer and Chief Compliance Officer
Bellwether Investment Management announces new Chief Operating Officer and Chief Compliance Officer
January 24, 2022
What are the Tax Implications of Charitable Giving?
According to Statistics Canada, Canadians contribute billions of dollars to charity every year, more recently $10.3 billion in 2019. Learn more about What are the Tax Implications of Charitable Giving?
January 21, 2022
Making a Difference: How to Optimize Your Charitable Giving Strategy?
While a charitable contributions plan should never be pursued primarily for the goal of claiming a tax credit, there are methods you can help charities.
January 21, 2022
How to structure your investments for retirement
How do you structure your investments and effectively fund your retirement? Learn more about an effective strategy in this post.
November 22, 2021
Never too early or too late: When to start planning for retirement?
You're never too young to start planning for retirement, or too old! Here's how to get started in a calm and proactive manner.
October 29, 2021
How to Grow Your Income After Retirement
There are a number of ways to grow your income after retirement. Read and learn more here.
October 4, 2021
Can I Retire Early? Living the Dream with Retirement Planning
Planning to retire early does not need to be an impossible dream. It simply needs the right approach.
September 20, 2021
How to Approach Investing in the New Normal
Find out what you should consider when deciding how to approach investing in the new normal.
August 31, 2021
Retirement Planning Tips for the New Normal
Did the pandemic impact your retirement goals? Use these retirement planning tips and start moving forward on your revised path.
August 24, 2021
Midyear Financial Checkup — Are You Ready for the Rest of 2021?
Learn how a midyear financial checkup can help you build your wealth and minimize risks.
August 3, 2021
How Bellwether Is Different Than Traditional Financial Planning Firms and Banks
The best financial advisor firms offer more value than traditional banks can. At Bellwether, we put you first. Learn how partnering with us is different.
July 25, 2021
5 Habits of High-Net-Worth Individuals
High-net-worth individuals tend to practice healthy financial habits. Here are some of the most common ones that anyone can adopt.
June 30, 2021
3 Ways a Financial Advisor Can Help You Build Wealth
Is a financial advisor worth it? There are important value-added benefits that come with working with an advisor. Find out what’s in it for you.
June 19, 2021
How COVID-19 Is Impacting Retirement Planning
Find out how COVID-19 is impacting retirement planning and what retirees in Canada can do to protect their future.
May 31, 2021
Should You Take Your CPP Early or Wait?
A lot of Canadians choose to take CPP early. Learn more about how and when you start receiving this benefit can impact you financially.
May 19, 2021
How to Plan For Retirement at Every Stage of Life
Here’s a helpful guide to retirement planning by age. Use it to identify what you can focus on at different periods of your life.
April 30, 2021
What Can I Expect from CPP?
Let’s explore how the Canada Pension Plan works so you can get an idea of what you can expect to receive.
April 16, 2021
When Should You Start Planning for Retirement?
When it comes to personal financial goals, saving enough money to live comfortably during retirement is one of the most critical.
March 31, 2021
COVID-19, the Stock Market, and Retirement Planning — Should I Sell if I'm Retiring Soon?
The current economic climate is far from predictable, but that doesn’t mean you should worry about your future if you’re nearing retirement age.
March 15, 2021
What Is Holistic Financial Planning?
Holistic financial planning considers every piece of your unique financial puzzle. It looks beyond the numbers and financial modelling.
February 22, 2021
Investing in 2021: How to invest with confidence in uncertain times
2021 will pose unique challenges for investors, especially for those relying on a fixed income for retirement.
February 8, 2021
6 Tips to Help You Stay Financially Secure In Retirement
If you are concerned that you won’t have enough for your future, then it may be time to make some tough choices and get creative. We've got 6 tips to help
November 4, 2020
An 8-Step Guide To Your Financial Future [Checklist]
CFP®Family Wealth Advisor Christopher Jardine's 8-step guide can help you determine if you have enough to support your financial future. Check it out now.
October 30, 2020
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