Who We Are
Index Wealth Management is a division of Bellwether Investment Management Inc. We have offices located in Montreal, Oakville,
Winnipeg, Calgary and Vancouver.
Our firm provides portfolio management services for individuals, foundations and non-profit corporations.
Our clients desire a long-term personal relationship with a portfolio manager that results in a true understanding of their investment
needs and goals.
We manage our client portfolios utilizing an investment philosophy which maximizes the benefits of Exchange Traded Funds
(ETFs) as the core holdings. Depending on a clients investment goals, objectives and "risk comfort zone", these ETFs can then be
combined with equity option strategies to enhance income or reduce the volatility of the annual return of a portfolio.
Contact Us: Winnipeg: 1.855.989.6200 / Calgary: 1.855.804.3582 / Vancouver: 1.604.609.6177