Bullwealth operates as a specialized division of Bellwether Investment Management Inc., focusing on the unique financial needs of high-net-worth entrepreneurs and business owners. The firm positions itself as a "personal CFO," offering a comprehensive and integrated suite of services that includes discretionary investment management, financial planning, tax and estate planning, risk management, and business succession planning. Their approach is team-based, aiming to simplify complex financial lives and align personal and corporate wealth strategies to achieve long-term goals.

Founded in

Canada