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….
Steve has been in the financial industry for over 20 years, during which time he co-founded and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC) which was sold to IGM Financial in 2004, a member of the Power Financial group of companies. After IPC’s purchase, Steve carried on as CEO and continued to guide the growth of the company. He left IPC at the end of 2010 to pursue his interests in venture capital and philanthropy prior to his joining Bellwether Investment Management (parent company to archerETF) in October 2011.
Michael “Pinball” Clemons is an icon of sporting excellence, community leadership, personal character and integrity. The Economics graduate is the pro-football world record holder in all purpose yards which earned him induction into the CFL Hall of Fame. He also has the second best coaching record in Argo history.
Known for a personality that is as electric as his style of play on the field was, Mike redefines the meaning of community involvement and has been recognized by many organizations for his tireless work with charities, schools and other community groups.
Wayne has over 25 years of experience in the investment industry. Prior to joining Bellwether, archerETF’s parent company, he was Head of HSBC Global Asset Management (Canada) Private Client investment business and a member of the Board of HSBC Trust Company (Canada).
Craig has been managing discretionary investment portfolios for affluent families, trusts and foundations since the early nineties. Prior to joining Bellwether, Craig was Head of Portfolio Management for the private client business at HSBC Global Asset Management (Canada). In his role, Craig led a national team of portfolio managers responsible for managing roughly $2.5B in assets.
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.