OAKVILLE, ON, Sept. 22, 2015 /CNW/ - Lorne Park Capital
Partners Inc. (TSX-V: LPC) ("LPCP") and Bellwether
Investment Management Inc. ("Bellwether") announced today that
Bellwether has agreed to acquire the client base of Diana G. Bristow.
Bellwether's portfolio management and client services team in
Oakville, Ontario will manage Ms.
Bristow's client base. It is anticipated that clients will be
transitioned to Bellwether's discretionary management platform by
the end of November, 2015. Ms. Bristow is expected to become a
portfolio manager of Bellwether in December, 2015 and to continue
to support the clients that will be transitioning to
Bellwether.
"We're delighted to welcome Diana and her clients to Bellwether
Investment Management and to introduce them to our tailored
investment solutions," said Robert
Sewell, Chief Executive Officer of LPCP and Bellwether.
Ms. Bristow will join Bellwether as Vice President, bringing more
than 20 years of investment industry experience to the firm.
About Bellwether Investment Management Inc.
Bellwether Investment Management Inc. is a boutique investment
manager that offers tailored investment solutions for affluent
investors, foundations, estates and trusts utilizing its
proprietary "Disciplined Dividend Growth" Investment Process.
Bellwether provides discretionary investment management focused on
North American Dividend Growth investing and is dedicated to
serving the distinct needs of affluent families. Bellwether's suite
of investment solutions includes Canadian, US and global equity and
fixed income strategies. Bellwether is a subsidiary of Lorne Park
Capital Partners Inc. (TSX-V: LPC).
About Lorne Park Capital Partners Inc.
LPCP was created to bring together boutique investment
management and wealth advisory firms in order to deliver robust,
cost effective investment solutions to affluent investors. LPCP's
unique strategy creates better alignment between investment
managers and wealth advisors while providing them with additional
resources to accelerate their growth and establish their own
succession plan.
Neither the TSX Venture Exchange nor its Regulation
Services Provider (as that term is defined in the policies of the
TSX Venture Exchange) accepts responsibility for the adequacy or
accuracy of this release.
NOT FOR DISTRIBUTION IN THE UNITED
STATES. ANY FAILURE TO COMPLY WITH THIS RESTRICTION MAY
CONSTITUTE A VIOLATION OF U.S. SECURITIES LAW.
This news release contains certain forward-looking
statements. LPCP has tried, whenever possible, to identify these
forward-looking statements using words such as "anticipates",
"believes", "estimates", "expects", "plans", "intends",
"potential", "may" and other similar expressions. These statements
reflect LPCP's current belief and are based upon currently
available information. Accordingly, such forward-looking statements
involve known and unknown risks, uncertainties and other factors
which could cause LPCP's actual results, performance or
achievements to differ materially from those expressed in or
implied by such statements. LPCP undertakes no obligation to update
or advise in the event of any change, addition or alteration to the
information contained in this news release including such
forward-looking statements, unless otherwise required under
applicable law.
SOURCE Bellwether Investment Management Inc.
