Idalerts Canada

Bellwether Investment Management Inc, located in Oakville, Ontario, is a dedicated team of portfolio managers and family wealth advisors committed to helping affluent families and investment committees achieve their financial goals. With a disciplined investment approach and a focus on building trust through meaningful relationships, the firm emphasizes the importance of teamwork and innovation in navigating the complexities of wealth management. With over 90 professionals managing assets exceeding CAD 36 billion, Bellwether is recognized as one of the top 35 largest private investment counsel firms in Canada. The firm offers tailored investment solutions and strategies for various life stages, ensuring clients are well-positioned to meet their financial needs while minimizing risks and fees. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.