Bellwether Family Wealth

Bellwether Family Wealth is a part of the Bellwether Investment Management Inc. team. Bellwether is a hand-picked team of portfolio managers and family wealth advisors from across Canada. The team at the Nova Scotia office include Senior Family Wealth Advisor Bob Boutilier, BBA, RFP, CFP®, CIM®, Family Wealth Advisor Kelsey Bowman, BBA and Office Manager Ann Marie Deyoung. Together, with the portfolio management team, we ensure that you have everything you need to enjoy the journey and reach your desired destination – even when plans change.

 

Products / Services

Services include, but are not limited to, financial planning, investment management, estate and tax planning, risk management, and business planning.

 

Contact

12 Church Street, Suite 1, Antigonish NS B2G 2C7

P: (902) 863-2421

Bob Boutilier: bob.boutilier@bellvest.ca

Kelsey Bowman: kelsey.bowman@bellvest.ca


website facebook bob’s linkedin Kelsey’s LinkedIn