Bellwether Investment Management

05/29/2026

We asked 5 members of our investment management team what makes a smart investor. Their answers varied in emphasis but landed in the same place: temperament, discipline, and a clear-eyed sense of what wealth is ultimately for.

Uncover the key attributes that define a smart investor. Insightful analysis is just the beginning of successful investing.

05/26/2026

"To me, partnership—the ability to work with one another so closely at Bellwether—is a huge advantage to everyone here, and it would be very different if I was trying to do this on my own."

Kelsey Doiron's words captured the theme of this year's conference perfectly: collaboration and mentorship. In an industry known for change, the best way to learn faster is to learn together.

Our annual 𝘕𝘦𝘹𝘎𝘦𝘯 𝘋𝘢𝘺 is part of our ongoing commitment to professional development.

05/25/2026

Check out our latest Market Minutes on our YouTube channel:

Global conflict, closed shipping lanes, rising energy costs… and yet stock markets surged in April. What gives?In this month's Market Minutes, Craig Ellis br...

05/19/2026

81% of Canadians aged 50 and older say they want to remain in their own home as long as they can.

And yet 62% haven’t taken the steps to make that possible—that means no savings set aside, safety modifications, or plan for in-home support.

Aging in place is a nice thought to default to. It's also a logistical and financial project that becomes more difficult to manage the longer it goes unaddressed.

Dr. Amy D'Aprix joins us on 𝗠𝗮𝘆 𝟮𝟭 to talk through the phases of care most families never see coming, and how to prepare without overwhelming the conversation.
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04/13/2026

If you’re self‑employed or running a small business in Canada, your tax return doesn’t play by the same rules as a T4 employee.

See our latest blog to learn what to know about reporting income, the most common deductions for self‑employed Canadians, and a few big‑picture planning considerations.

Filing taxes as a self-employed Canadian or small business owner in 2026? Here’s everything you need to know.

04/09/2026

The Strait of Hormuz reopened Tuesday night.

What hasn't changed is the revelation of structural vulnerabilities that existed long before February 28, which the past six weeks have put in plain view.

𝘚𝘵𝘳𝘢𝘪𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘗𝘰𝘪𝘯𝘵 was written before the news. We think it reads differently now that there's a ceasefire to hold it against.

Explore the implications of the U.S.-Iran conflict, closing the Strait of Hormuz, and the surprising cascading effects of higher oil prices.

03/25/2026

We're thrilled to share that Bellwether Investment Management has been recognized as an Excellence Awardee in this year's Wealth Professional Awards for 𝘌𝘮𝘱𝘭𝘰𝘺𝘦𝘳 𝘰𝘧 𝘊𝘩𝘰𝘪𝘤𝘦 and 𝘔𝘰𝘴𝘵 𝘐𝘯𝘯𝘰𝘷𝘢𝘵𝘪𝘷𝘦 𝘜𝘴𝘦 𝘰𝘧 𝘞𝘦𝘢𝘭𝘵𝘩𝘛𝘦𝘤𝘩.

This accomplishment reflects the dedication of our entire team—to each other, to our clients, and to raising the bar in everything we do.

03/16/2026

While the conflict in Iran and the wider region continues to evolve, there's been no shortage of developments shaping markets today. Here's what we're keeping an eye on in the meantime.

Oil prices are rising again as geopolitical tensions escalate in the Middle East. But why are markets staying surprisingly calm?In this Market Minutes update...

03/05/2026

Most people think of estate planning as purely a future-focused exercise, but some strategies can provide more immediate value as well.

We break down how it works, who it's for, and what to consider before implementing it.

Boost your estate planning with the estate bond strategy and shelter your assets from taxes while adding more value for your beneficiaries.

02/26/2026

Watch our February market brief. Craig Ellis, CIO, unpacks what's moving markets in less than 5 minutes.

Markets started 2026 strong — but cracks are beginning to show.From AI infrastructure spending and tech volatility to shifting sector leadership and central ...