Bellwether Family Wealth – Weichel & Associates

About Bellwether Family Wealth – Weichel & Associates

Bellwether Family Wealth | Weichel & Associates is part of the Bellwether Investment Management Inc. team – a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours.

Affluent investors looking to accomplish their financial goals and secure their family’s future trust Bellwether to be the financial planning and investment experts, so they don’t have to be. Together, we offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy investors.

As a fiduciary, it is our responsibility to help you meet the needs of the present while safeguarding the future, especially during uncertain times. Here’s how our approach to is special, and how it benefits you—they’re some of Bellwether’s promises to you.

• Your interests come first.
• You are treated like a person, not a number.
• You know when, to whom, and how much you’re paying in fees.
• Your investments are based on a strategy that is tailored to your circumstances and goals.
• Your portfolio is managed to reduce risk.
• Your money is managed with the highest degree of security and discretion.
• You receive regular, clear information that allows you to track performance against goals.

For more information, visit www.bellvest.ca/family-wealth-peterborough/ or, contact the Bellwether Family Wealth | Weichel & Associates team at (705) 874-5858, tom.weichel@bellvest.ca so you can start looking forward to your future.