Financial Planner Fabio Ventolini of Bellwether Family Wealth Discusses Approaches to Divorce Planning

Fabio Ventolini, a financial planner and seasoned divorce financial planner of 21 years discusses divorce planning options.

TORONTO (PRWEB) JULY 18, 2019

When spouses are ready to file for divorce, they must face a stressful series of events. As these couples often have different points of view on topics such as living arrangements, parenting schedules, property division and finances, the divorce process can be complicated and emotionally draining.

Getting through a divorce is much easier if you are informed and understand how the process works before it begins. Fabio Ventolini, a financial planner of 21 years outlines the different approaches to divorce and the options that couples have during these challenging times.

Q: What are the options to consider when planning a divorce? 
Fabio: When you are preparing to file for divorce, it is important to look at the bigger picture. In Canada, there are many options to consider when planning your divorce. The most popular are: the conventional path, mediation and the collaborative approach.

Q: What is the conventional approach to divorce? 
Fabio: The conventional approach essentially involves each spouse hiring a lawyer to negotiate a settlement or go to court. This is the most common. Lawyers are equipped to consider the financial situation at the time of matrimonial split. Couples on the path to divorce are more conscious today of the repercussions of a poor divorce settlement and are more careful in considering the future impact of their agreements. Thus, hiring a Certified Financial Planner or financial divorce planning professional to help you with these matters is crucial. A well-trained financial planner realizes what your assets represent both financially and emotionally and help you facilitate a path to settlement which works for you both now and in the future.

Q: What does mediation involve? 
Fabio: A divorcing couple can work with a mediator, which is a neutral third party that helps them come to an agreement on decisions involving their divorce. The mediator can be a lawyer, however each spouse must consult their own individual lawyer prior to the meeting. The primary purpose of the meeting is to secure a mutual agreement. This process can possibly reduce costs, time and the emotional energy involved in reaching an equitable settlement. Contrary to the conventional method, people who opt for mediation own their decisions and are usually much more satisfied with the results of the settlement. In fact, it is statistically proven that these agreements are challenged less than settlements that have went through a court of law.

Q: What is collaborative family law? 
Fabio: Essentially, a team of professionals consisting of lawyers, a financial analyst and a social worker (or other mental health professional if children are involved) work together in the best interest of both parties. They combine their expertise and assists the couple to develop a fair and equitable resolution. The main difference is the couple retains lawyers who commit to working with the family to achieve an out of court settlement. The benefit of this path is that although you are paying for the efforts of multiple professionals, in the long run your expenses are less than a prolonged court hearing with its additional legal fees. The downfall to this option is that if the couple encounters an obstacle and must resolve an issue in court, the entire team is released and new lawyers must be appointed.

Q: What are the benefits of hiring a Certified Financial Planner or experienced divorce financial planner? 
Fabio: Hiring a financial planner with knowledge on the divorce process may save couples time and money. The divorce process takes a year to complete on average. In the beginning stages, a lot of time is wasted on couples trying to get a good understanding of financial concepts and terminology involved with separations. A financial planner can explain all financial aspects and empower their clients to make informed decisions throughout the entire process, thus saving them time and money. After all, the only way you can make a legal settlement that fully addresses your financial needs and capabilities begins with understanding the process and having a clear view of your financial future. Misinformation and misconceptions can be detrimental to the divorce process. Couples often have false expectations that they will be able to secure their settlement and proceed with their accustomed style of living. Financial planners do their best to ensure you have a stable economic future and prevent any long-term regret with financial decisions made during the divorce process. Working with a financial planner can help you avoid both short and long-term financial struggles. By working with the client and lawyer, financial planners can take care of immediate family needs, in addition to long-term needs including retirement, tax liabilities and benefits. They also assist their clients with developing detailed household budgets and help in calculating what their divorce will cost them in the long run in order to develop a realistic monthly budget.

About Fabio Ventolini: Fabio Ventolini is a trusted specialist in tax, retirement and estate planning for executives, business owners and affluent families. For more than 21 years, he has worked closely with clients to generate tailored financial planning and financial services. He recently joined Bellwether Family Wealth, a division of Bellwether Investment Management Inc. as the Vice President and Family Wealth Advisor. Through this role, he guides the management of corporate investments and protects their assets from creditors and liabilities. He also takes on financial planning roles for affluent individuals and families.

Fabio Ventolini can be contacted at fabio.ventolini(at)bellvest(dot)ca.

This article was written by My An Tran, Senior Copywriter at Mrkt360.

Financial Planner Fabio Ventolini of Bellwether Family Wealth Speaks On The Importance of Estate Planning

TORONTO (PRWEB) MAY 25, 2019

Without a proper estate plan in place, this could cause a long-lasting negative impact on your loved ones, even if you do not have a pricey home or valuable art to pass down.

No matter how large or modest, everyone has an estate. Whether it’s your home, car, bank account, investments, insurance policies, RRSPs/RRIFs, real estate, jewelry, art or other personal possessions, you want to make sure these are bequeathed to the right people and/or organizations.

Estate planning ensures your entire life’s belongings are distributed in the manner in which you desire, with the least amount paid in taxes and legal fees. It also ensures that your family is cared for if something were to happen to you. In other words, estate planning determines how your financial affairs and children will be cared for, otherwise the court will often decide on your behalf. Not only could these decisions not be the ones you desire, but it could also take years to resolve and cause problems between your loved ones.

Estate planning can be a complicated and overwhelming process. Hiring a professional will ensure that informed decisions are made and your estate is in good hands. Consulting a financial planner on your full financial situation will allow him or her to quarterback the estate planning process, which would involve coordination with a lawyer and possibly an accountant that will help plan the distribution of assets upon death in the most tax-efficient way. It also is very important for clients to share their thoughts on splitting their assets and sharing all information on their financial situation. The entire estate planning process would be catered to the client’s wishes of how they would like things to be carried out.

Below, Financial Planner of 21 years, Fabio Ventolini of Bellwether Family Wealth shares his knowledge on estate planning and how to get started today.

Q: Why is estate planning important? 
Fabio: Estate planning protects your loved ones and helps them avoid any devastating consequences. Firstly, you will be able to choose who will inherit your assets, rather than having these decisions made on your behalf in court. This not only prevents tension and conflict that may arise amongst your loved ones, but can also reduce probate fees. Probate is the process that involves authenticating your will, assessing the value of your assets, ensuring all your bills and taxes are paid and distributing what is left of your assets. 
This process is known to take months to resolve, making it extremely costly if not planned properly. In fact, in Ontario probate fees are charged at a rate of 0.05% of the first $50,000, and 1.5% of all remaining estate assets. 
Estate planning is especially important for families with young children, as creating a will, a big portion of estate planning will designate how your children under the age of 18 will be taken care of and what items in your estate will be inherited by them when they come-of-age. It is very important for parents to be prepared and protect their families, because without a will, the court can decide who the guardian of their children will be. Estate planning also prevents your estate from overpaying taxes. It also involves choosing someone to take charge of your finances and make decisions about your personal health, should you become mentally incapacitated while you are still alive. Evidently, estate planning will help you take control on certain aspects of your life and death, and protect the people you love the most.

Q: Are estate plans for everyone? 
Fabio: A common misconception is that estate planning is just for retired people or individuals that are very well off. However, the truth in the matter is that no one can successfully predict how long they will live, and illnesses as well as accidents can occur when we least expect them to. Thus, at the very least, we should prepare to protect our loved ones that remain in these situations. Also, individuals with more modest assets should be thinking of ways to preserve it. In addition, if you are single, estate planning helps to make sure your assets go to individuals or charities you choose.

Q: What are the first steps in creating an estate plan? 
Fabio: There are many steps in creating an estate plan. One way to start is by talking to your financial planner, accountant and/or lawyer and sharing your financial situation and wishes for your estate with them. They will give their professional opinion on what they think is the best way to leave your estate, in accordance to your wishes. This process may take time, but it is best to be completed when you are in good health, mind and body. Afterwards, a power of attorney and a Will should be put together, preferably by a lawyer. A financial power of attorney is appointed to handle your financial matters if you were unable to do so, which would otherwise be passed over to an Office of the Public Guardian and Trustee to step in and look after your affairs. A personal care power of attorney or living will should also be appointed to make decisions regarding your personal health care issues. This person should be someone you trust and someone that understands your beliefs, as this person may have to step in should the “plug be pulled”. Another step in estate planning involves preparing a will. Without a will, no one has the authority to act or distribute your estate, so the court appoints an administrator to do it in accordance with provincial legislation, which may not be the intended way of the deceased. Creating a will involves the appointment of an executor to administer your estate, directions on organ donations and funeral arrangements, an outline of how your assets will be distributed, choosing a guardian to look after your minor children, and planning ahead to save taxes. It is very important to hire a professional to prepare your will, as there are many methods related to fair distribution of your assets and planning that can help reduce taxes that may not be very obvious to a non-professional. Preparing an estate directory, which is a document where one lists all of their personal property is also very important. This way, your executor can easily locate all of your documents and property of the deceased, which can sometimes be time consuming or impossible for them to find. This would include the location of bank accounts, investment assets, safety deposit boxes, deeds to real estate, and life insurance policies.

Without a proper estate plan in place, this could cause a long-lasting negative impact on your loved ones, even if you do not have a pricey home or valuable art to pass down. Consult a financial advisor today to get started on estate planning.

About Fabio Ventolini: Fabio Ventolini is a trusted specialist in tax, retirement and estate planning for executives, business owners and affluent families. For more than 21 years, he has worked closely with clients to generate tailored financial planning and financial services. He recently joined Bellwether Family Wealth, a division of Bellwether Investment Management Inc. as the Vice President and Family Wealth Advisor. Through this role, he guides the management of corporate investments and protects their assets from creditors and liabilities. He also takes on financial planning roles for affluent individuals and families.

Fabio Ventolini can be contacted at fabio.ventolini@bellvest.ca.

This article was written by My An Tran, Senior Copywriter at Mrkt360.

Financial Planner Fabio Ventolini Speaks on Cottage Succession Planning and How It Could Save Your Family From Debt

As the snow is melting and temperatures are rising, Canadian families cannot help but get excited for cottage season! Whether it’s going on nature walks, canoeing with the kids, or making s’mores over the campfire, the cottage is the heart of many fond family memories. And as these old memories are re-lived year after year, new ones are made and passed down to generation after generation.

Although the family cottage holds deep emotional resonance, what many families may not know is that it is also a very serious tax and estate planning liability. There will come a time where you will need to change the ownership of the cottage, and hopefully pass it down to the next generation of your family to create new memories. However, without thoughtful planning, this process could cost you or your heirs a lot of cash, or even worse, may result in having to sell the cottage that has been in your family for generations. By planning in advance with a tax specialist, you may be able to mitigate some of these potential issues. Fabio Ventolini, trusted specialist in tax, retirement, and estate planning for executives, business owners and affluent families, speaks on successful cottage succession planning.

Q: Why is cottage succession planning so important? 
Fabio: There are two main reasons why cottage succession planning is essential: property value and taxation. The market value of your property in sure to have skyrocketed in the last 20 to 30 years, or even more so depending on its location. This makes it very difficult for younger families to justify owning such an expensive asset, as ownership will involve having to pay property taxes, maintenance, repairs, mortgage payments or loss of income from trapped equity. These items add up, and could otherwise be used to cover other day to day expenses involved with starting a family. The second, much bigger issue is the taxation that occurs when the property changes hands. Once ownership of any taxable asset changes, tax is due. When it comes to a cottage, any taxable gain in the value of the property is taxable when the change in ownership occurs. If you or your cottage successor has not budgeted in advance for this taxation, this could result in you or them having to sell the property just to pay the tax bill. 
Also, although we would like to think that our children will enjoy the cottage without any problems for years to come, unfortunately I have seen many issues arise. Sometimes, spouses do not get along, one child lives really far from the cottage and never uses it, the child who lives close is forced to do and pay for the maintenance, one child really needs some money and wants to sell the cottage, or another may want to rent the cottage out for parts of the year. Regardless of the issue, cottage succession planning is essential to avoid any unforeseen complications.

Q: How can families avoid paying capital gains tax on their cottage? 
Fabio: Capital gains taxes cannot be completely avoided, but there is a wide variety of options you can consider to reduce these taxes. One way to reduce your capital gains tax is by maximizing the adjusted cost base, which involves adding any additions and improvements of your property, such as extensions and renovations to the acquisition price. If the family is transferring the cottage at death, they can leave the cottage outright, create a testamentary trust or look into their life insurance coverage to help pay the taxes. These are just some ways to reduce your capital gains tax, but it is entirely dependant on your individual situation.

Q: How can families know which cottage bequeathing option is best for them? 
Fabio: As every family’s situation is unique and the family cottage can be quite tricky, it is essential that all families seek professional advice before they become riddled with tax debt. As a trusted specialist in tax and estate planning for 21 years, I can help you find the perfect solution for both your tax liabilities and your family dynamic.

About Fabio Ventolini: Fabio Ventolini is a trusted specialist in tax, retirement and estate planning for executives, business owners and affluent families. For more than 21 years, he has worked closely with clients to generate tailored financial planning and financial services. He recently joined Bellwether Family Wealth, a division of Bellwether Investment Management Inc. as the Vice President and Family Wealth Advisor. Through this role, he guides the management of corporate investments and protects their assets from creditors and liabilities. He also takes on financial planning roles for affluent individuals and families.

Fabio Ventolini can be contacted at fabio.ventolini@bellvest.ca.

This article was written by My An Tran, Senior Copywriter at Mrkt360.

Financial Planner Fabio Ventolini of Bellwether Family Wealth Speaks On Robo-Advising And Its Limitations For High Net Worth Investors

Fabio Ventolini, a financial planner and business development manager of 21 years shares his knowledge on the shortcomings of robo-advising

TORONTO (PRWEB) MARCH 05, 2019

As the corporate world continues to advance, many businesses feel compelled to automate some of their processes in order to add efficiency and remain competitive within their industries. The financial investment industry in particular has seen a rise in popularity for robo-advising, an online software that uses computer technology and comprehensive mathematical algorithms to help people build and automatically adjust investment portfolios on a massive scale. Fabio Ventolini, a trusted financial planner and business development manager of 21 years shares his knowledge on robo-advising and its limitations for affluent investors specifically.

Robo-advising offers some unique advantages, most notably its accessibility and ease of use. When users start investing with robo-advisors, they need only complete an investment-related questionnaire. The robot enters these responses into an algorithm and creates an investment portfolio that matches the user’s level of risk tolerance, time horizon and age. Once the user makes their first investment contribution, the robot will invest this money on the user’s behalf, and automatically rebalance the investment portfolio if it moves beyond specific thresholds.

Robo-advising was originally designed to attract investors who want low fees and a low-cost threshold, such as tech-savvy millennials or new investors with limited disposable income. However, over time robo-advising companies have felt pressure from high competition to offer their services to high net worth individuals, families and business owners as well. The question of whether robo-advising is actually a good fit for this client base is highly debatable. We asked Fabio Ventolini for his insight on the subject.

Q: What is your view on robo-advising for the financial goals of affluent investors? 
Fabio: Robo-advising is great for short-term, low-fee portfolio management. If the investor does not wish to invest beyond $25,000, I would recommend robo-advising as an investment tool. However, I do not believe that an online questionnaire is comprehensive enough to determine lifelong financial goals. Although it can be a great place to start for its simplicity, robo-advising does not compare to the personalization and insight of a client-financial planner relationship, especially for affluent investors. In fact, in order to build your wealth beyond the low six figures, investors need a customized strategic approach that goes beyond just the index funds that are offered by robo-advisors.

Q: How do robo-advising services differ from that of a personal financial planner? 
Fabio: A robo-advisor builds their clients an investment portfolio from low-cost exchange-traded funds and index funds. Other common services include automatically rebalancing your asset allocation, offering additional financial planning tools and tax-strategy offerings on taxable accounts. Long-term full-service wealth advisory includes investment advice, accounting and tax services, retirement planning, philanthropy and legal or estate planning, which extends beyond the capabilities of artificial intelligence. Financial planners are also there for you to answer any questions on your investments, personal goals or other financial matters you would like to discuss. They also have the experience as well as judgement and insight based on how their past and current clients have succeeded.

Q: What advice would you give a high net worth investor contemplating between a robo-advisor or hiring a personal financial planner? 
Fabio: If you are looking for long term gain, face-to-face meetings and comprehensive financial planning is pivotal. Why? Because life throws curveballs at you that artificial intelligence simply cannot account for. Getting detailed, personal advice means that your financial plan is catered to your specific financial and personal situation, offering you specific steps to take in order to build your wealth at your own pace. For example, you might find yourself in some unique situations in the future which may affect your finances, in which case a robo-advisor will not be helpful when mapping out your investment strategy while accounting for subjective circumstances. This may include a fluctuating budget, career changes, preferred age of retirement, debt repayments and/or college funds. A personal financial planner will also be able to talk you out of rash decisions, which is important when the market is not performing well. A financial planner is one phone call away, which is priceless compared to robo-advising customer service that may lead you to a call centre that knows little about your financial situation. Also, in many cases advisor fees are eligible for tax deductions, such as if it is not commission-based, made on registered accounts, and other factors. All in all, nothing compares to face-to-face meetings and a personalized plan, as only a financial planner can truly fine-tune your investment needs to help best meet your long-term goals.

About Fabio Ventolini: Fabio Ventolini is a trusted specialist in tax, retirement and estate planning for executives, business owners and affluent families. For more than 21 years, he has worked closely with clients to generate tailored financial planning and financial services. He recently joined Bellwether Family Wealth, a division of Bellwether Investment Management Inc. as the Vice President and Family Wealth Advisor. Through this role, he guides the management of corporate investments and protects their assets from creditors and liabilities. He also takes on a number of financial planning roles for affluent individuals, including charitable trusts.

Fabio Ventolini can be contacted at fabio.ventolini@bellvest.ca.

This article was written by My An Tran, Senior Copywriter at Mrkt360.

Few Mistakes People Make When Hiring a Financial Advisor

When you are hiring someone even for a minor repair or maintenance job in your home, you do a thorough background check. You want to make sure that the person holds the expertise, so that you do not have to deal with failures in the future.

Same goes for a financial advisor. Choosing a reliable and trustworthy financial advisor is not an easy task. A financial advisor’s target lies in helping client achieve his/her financial goals. But many people land up in the hands of advisor who fails to direct them towards the right financial path.

There are few pitfalls which people tend to overlook when hiring a financial advisor.

  1. Background Research: A financial advisor who has a sound knowledge of financial planning will never disappoint you. Many people do not even check whether the person holds a certificate or is qualified enough to make wise financial decisions. There can be a possibility that a person will try his best to look professional and you can fall prey to a conman. It is advisable to do a little web search and you will be able to find out whether the person is a qualified and certified advisor or not. This will save you from heck of inconvenience. You might come across some news pertaining to fraud about this advisor on the internet. So a little research is always beneficial.
  2. Rapport: It is very important that you feel comfortable with your financial advisor. If you or any of your family members see any red flags or feel daunted by the financial advisor, it is recommended to withdraw. Do not proceed further unless you are comfortable dealing with the advisor.
  3. Recommendations: People often tend to hire a financial advisor out of the blue, that is, without any referrals or recommendations. It is recommended to seek advice from work colleagues, friends or family members who have a clear idea about this field, before hiring a financial advisor. Going on the face value will not benefit you in the long run. You can check the reviews online about the financial advisor. The one with good reviews and recommendation should be your go to option.
  4. Clarity: When people plan to hire a financial advisor, they do not pay heed towards discussing the key points. There has to be clarity before proceeding as to what is the financial advisor’s plan for meeting your financial goals. Also there should be complete disclosure form client’s end. If you partially tell your financial status to your advisor, you will not be able to benefit from his valued services.
  5. Fees: It is extremely important to understand how advisors charge. People need to question financial advisors about their fee structure and get a clear picture before hiring one. This way you will be saved from over paying. Without doing a little homework and agreeing upon paying the fees that your advisor asks for, you can pay high fees. It is better if you take quotes from 3-4 advisors and choose wisely.

If you are planning to seek assistance from a reliable and experienced financial advisor, you must be very alert and avoid the above mentioned mistakes. You can get in touch with Fabio Ventolini, all of their financial programs are based on ethic and integrity.

About Fabio N. Ventolini

Fabio Ventolini is a certified Financial Planner (CFP), which in itself is a sign of trustworthiness. He is a reputable and credible name in the financial service industry, known for his outstanding financial advisory and planning services. He will enable you to reach your financial goal by providing the best suited advice.

Financial Planner Vs Financial Advisor

When it comes to choosing financial professionals, one is sure to get confused how to choose someone you can trust. As there are so many titles in the financial industry, one is sure to get confused as they cannot decide who will fit into their financial situation. The two most popular titles in this industry are financial planner and financial advisor. These two job roles require experience and educational qualification. People often make a mistake of considering these two different designations as one. But the truth is, financial advisor and financial planner are investment professionals but are two separate job titles that serve different purpose for a client’s financial needs.

Financial Planner

A financial planner helps business owners and individuals to meet their financial objectives. After a thorough analysis of client’s financial status, devises a detailed plan to make the set financials goals meet. They are qualified and certified financial professionals. They have to clear examinations, earn work experience and license to be a financial planner.

The expertise of a financial planner lies in the following areas:

  1. Risk Management
  2. Retirement / Estate Planning
  3. Tax Planning
  4. Asset Allocation

Financial Advisor

A financial advisor assists you in managing your money. They give you sound financial advice. They help their clients to take wise decisions for managing their funds. In exchange of a commission a financial advisor will manages financial activities on behalf of the client. They also offer consulting services. The duties of a financial advisor are:

  1. Assessing clients’ current and future investment goals.
  2. Buying, selling and promoting financial products.
  3. Educating, counseling and consulting for investments and finances.
  4. Developing investment strategies for clients.

A financial planner and advisor both require qualifying examinations to be a professional financial solution provider and obtain a certificate (CFP).

Before hiring a financial professional it is recommended to do a thorough online research, look for the reviews of a financial advisor or a planner and the one with good reviews should be taken into consideration. When you will do your homework before availing services of a financial advisor or planner, you can protect yourself against fraud. You can extract information from news online and make your decision of choosing a financial advisor or planner wisely.

Fabio Ventolini is a trustworthy and certified financial solutions provider who will help you achieve your financial goals.

Fabio Ventolini and Team at Rotary Club Toronto Prepare for 11th Annual Fundraiser to Benefit Transition Centre at St. Michael’s Hospital

Event leader Fabio Ventolini and his team look to grow the Toronto business community’s support at the Rotary Club of Toronto’s Annual Fundraiser on March 28th, 2019.

TORONTO (PRWEB) FEBRUARY 15, 2019

The Rotary Club of Toronto is hosting their 11th Annual Fundraiser at The Steam Whistle Brewery on 285 Bremner Blvd (south east of the Rogers Centre) on Thursday March 28th, 2019 from 6:30pm.

All proceeds will be going towards The Rotary Club of Toronto’s Transition Centre (RTC) at St. Michael’s Hospital. This is a program that allows vulnerable patients who have been discharged from the Emergency Department, who are able to manage their own care and behaviour, to stay at the hospital for a period of up to 18 hours in effort to transition back into the community. During their stay at the RTC they can rest, wash their clothes, shower, have hot meals and are also provided with hygiene products and clothing if necessary. The RTC is staffed 24 hours a day, 7 days a week by a team of community support workers who provide support and work with clients to create an appropriate discharge plan.

Guests of the 11th Annual Fundraiser will be treated to a delicious dinner and drinks, fun with friends, and chances to win amazing prizes. Prizes from previous events include a Toronto Blue Jays box experience for 20, dinner at The National Club for 4, overnight stays in Deerhurst Niagara Falls, Toronto Argonauts tickets, go karts, jet simulators and a used hockey stick signed by Phil Kessel from the Sochi 2014 Winter Olympic bronze medal game. The Annual Fundraisers have also had an impressive portfolio of sponsors, including Bellwether Investment Management, Mackie Research Capital, EWA Capital Partners, RBC Dominion Securities, Harvey Kalles Real Estate, Arcadia Home Care and more. To purchase a ticket or donate, click here.

The Rotary Club is a worldwide organization comprised of over 1.2 million business, professional, and community leaders in 200 countries that strive to make a difference in the community in which they live. Members of the club develop community service projects that address critical social issues including children at risk, poverty and hunger, urban violence, illiteracy and drug abuse. With over 160 members, The Rotary Club of Toronto is one of the largest clubs in Canada and one of the oldest Rotary clubs around the globe. Some of their ongoing projects include the Childrens’ Holiday PartySprint Program and Sweat Equity Weekends.

Event leader Fabio Ventolini is a seasoned member of The Rotary Club of Toronto and has been involved with its fundraising for over 12 years. He has done significant work for the club in terms of his contribution to fundraising, leadership of the fundraising committee and consistent involvement in club activities. In 2011, he won the Club Builder Award that recognizes members that have made a significant impact in supporting and strengthening the club.

Last year, he led the sold-out Annual Fundraiser to revenues in excess of $95,000, towards the Rotary Club of Toronto’s Charitable foundation donation to the Sherbourne Health Bus, a program with the Sherbourne Health Centre that allows homeless people in Toronto to have access to healthcare via Canada’s first mobile health vehicle. Outside of the club, Ventolini has more than 21 years of experience as a trusted specialist in tax, retirement and estate planning for executives and business owners. He currently works at Bellwether Family Wealth.

About The Rotary Club of Toronto: The Rotary Club of Toronto is an organization that works to make a positive impact on numerous economic, social and environmental challenges. This includes homelessness, hunger, social injustice, gender inequality, access to education, environmental sustainability and challenges faced by recent immigrants and the poor. Funding is directed to fields of health, education, youth and welfare primarily in the Greater Toronto Area, but also globally. In the 2016 and 2017 period alone, The Rotary Club of Toronto raised over $850,000 supporting initiatives and other organizations including holiday parties with the Eastview Neighbourhood Community Centre, summer camp programs for children with the Cabbagetown Youth Centre, water and sanitation projects in Malawi with Emmanuel International, and developing a Learning Center in Siem Reap with the Children’s Improvement Organization Cambodia.

This article was written by My An Tran, Senior Copywriter at Mrkt360.

Bellwether Family Wealth Welcomes Fabio Ventolini as Vice President of Relationship Management

Ventolini brings 21 years of financial planning and business development experience to esteemed boutique investment management firm

TORONTO (PRWEB) JANUARY 09, 2019

Bellwether Family Wealth, a division of Bellwether Investment Management Inc. is pleased to announce that Fabio Ventolini has joined as Vice President of Relationship Management, as of October 2018.

Fabio Ventolini has since been offering financial planning and tailored financial services to affluent families and business owners. He works with clients to provide seamless services on subjects relating to business owners’ financial portfolios. He also guides the management of investments within corporations, protects their assets from creditors and liabilities and takes care of charitable trusts for high net worth individuals, amongst other financial advising roles.

“We are very pleased to have Fabio on board,” says Steve Meehan, Chairman of Bellwether Investment Management Inc. “His experience and passion for Financial Planning makes him an excellent addition to the Bellwether team.”

Ventolini has been serving clients as a financial advisor and business development manager for more than 21 years. After completing a Bachelor of Arts (BA) Honours in Economics at the University of Toronto, he began developing a reputation for providing outstanding client services, and has since built relationships with accountants, lawyers and other third-party professionals throughout North America. In 2012, he acquired the client base of Executive Compensation Consultants (ECC), a firm that has provided financial advice to Canadians since 1974. He was also President of the Comprehensive Financial Planning Group for nearly 6 years, is a Certified Financial Planner (CFP) and a member of the Financial Planners Standards Council of Canada. Ventolini is a trusted specialist in tax, retirement and estate planning for executives and business owners.

In addition to developing a successful career, Ventolini has also been actively involved in his community. Through his role as member of the Rotary Club of Toronto, Ventolini has helped raise over $500,000 for his local community. The Rotary Club is a worldwide organization comprised of over 1.3 million businesses, professionals, and community leaders in 200 countries, that strive to make a difference in the community in which they live. Members of the club develop community service projects that address critical social issues including children at risk, poverty and hunger, urban violence, illiteracy and drug abuse. Ventolini continues to be an active member of the organization.

About Bellwether Family Wealth: Bellwether Family Wealth provides discretionary investment management services focused on North American Dividend Growth. They are dedicated to providing tailored investment solutions to affluent families, foundations, estates and trusts. The company was developed with the idea in mind that affluent investors are often poorly served, because of a “one size fits all” philosophy in the investment industry. The key differentiator of Bellwether Family Wealth is that they are dedicated to tailored solutions for each of their clients, in addition to a disciplined investment process, distinctly personal services, complete transparency and experienced personnel. Each member of the Bellwether Family Wealth team has over 20 years of experience in the investment industry, and there is an average of 25 years of experience throughout the organization. Bellwether Family Wealth is a team with unique skills and experience that helps provide a strong foundation for the company’s disciplined portfolio process and personal client service.

If you would like to learn more about Bellwether Family Wealth and Fabio Ventolini, please call 1-844-420-2374, email fabio.ventolini(at)bellvest(dot)ca or visit their office at 330 Bay St, Toronto, ON M5H 2S8.

This article was written by My An Tran, Senior Copywriter at Mrkt360.