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.