Bob has over 20 years of experience in the discretionary investment management and brokerage business and has established a reputation as a turnaround specialist and business builder. Prior to founding Bellwether Investment Management, he led TD Waterhouse Private Investment Counsel, the TD Bank’s discretionary investment management division. Under Bob’s leadership Private Investment Counsel grew from $8 billion to $15 billion in assets under management….
John has 30 years of experience in the financial industry and has garnered a reputation as an innovator and business builder in the Canadian Investment community. He participated in the founding of 20/20 Financial Inc., and as CEO, led its rapid growth from zero assets to over $4 billion under management. He replicated this success in building Financial Concept Group and Maxxum Fund Management Ltd.
Vikash brings over 15 years of experience in investment management to archerETF, with the majority of his career devoted to portfolio management. Prior to founding archerETF in 2008, Vikash spent 6 years with Northwater Capital, an institutional manager, where he managed $5 billion in structured portfolios including a $1.5 billion fund of equity futures and swaps overlaid with hedge funds.
Bill brings with him over 45 years of experience in financial services, the first half of which was devoted to the institutional business and the second focused on private clients. Prior to joining Bellwether in November 2008, Bill was associated with Valern Investment Management Inc. in Oakville, Ontario, where he specialized in private client discretionary portfolio management.
Chris has over 25 years experience in Financial Services, primarily in administration and client services within the Investment Management industry. She has worked with a broad range of clients including Institutional, Private, Foundations and Retail.