Canadian securities regulations place different standards of care upon financial advisors depending on how they act on behalf of their clients. As a result, there is currently no single standard of duty that applies to all registered financial advisers.  This lack of uniformity can create a fundamental misunderstanding between the expectations of  investors regarding the duty that is owed to them by financial advisors and how their interests are served.     See More


Index has been a division of Bellwether Investment Management, Canada’s first “multi-boutique” investment management company, since 2016. Index shares Bellwether's core values of transparency, integrity, accountability and team. We are committed to providing tailored investment solutions to affluent Canadian families.      See More


The investment fees you pay have a significant impact on the success of your long-term investment performance.     See More

Effective wealth management is achieved by implementing the asset allocation of your portfolio in risk-adjusted terms and then maximizing the after tax return that you receive.  Your investment goals only can be met with returns you keep after you have paid the applicable taxes.     See More

“Buy low, sell high” is likely the most widely quoted financial market truth of all time.  It makes so much sense, yet it is one of the most difficult tasks to repeat successfully in financial markets.     See More  


We manage our client portfolios utilizing an investment philosophy which maximizes the benefits of Exchange Traded Funds (ETFs) as the core holdings.     See More

Contact Us:  Winnipeg:  1.855.989.6200 / Calgary:  1.855.804.3582 / Vancouver:  1.604.609.6177