Who We Are
Index Wealth Management provides tailored solutions for high net worth individuals, foundations, non-profit corporations,
estates and trusts looking for a long-term, direct personal relationship with a portfolio manager. Portfolios are custom crafted according
to our clients’ investment goals, objectives and risk comfort zone, and re-evaluated frequently.
In 2016, Index Wealth Management joined the Bellwether family. Bellwether Investment Management Inc. was founded in 2009 by
the former head of TD Waterhouse Private Investment Counsel, Bob Sewell, who was joined in 2011 by the co-founder of
Investment Planning Counsel, Steve Meehan.
Index’s investment philosophy, which maximizes the benefits of global-focused exchange traded funds (ETFs) and can include equity
option strategies, is an excellent complement to Bellwether’s North American-focused disciplined dividend growth approach.
Both Index and Bellwether share a commitment to responsible, independently audited investment management with a focus on capital
preservation, and we make investment decisions rooted in a true understanding of our clients’ investment needs and goals.
Contact Us: Winnipeg: 1.855.989.6200 / Calgary: 1.855.804.3582 / Vancouver: 1.604.609.6177