Janine Guenther, CFA, CMT, CFP® in

Janine Guenther, CFA, CMT, CFP®

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Portfolio Manager and Senior Family Wealth Advisor at Bellwether Family Wealth
📍 West Vancouver, British Columbia, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
19 Years
Current Role
Portfolio Manager and Senior Family Wealth Advisor
Job Level
Middle
Location
West Vancouver, British Columbia, Canada
Personality Overview

How Janine shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Janine cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2024
Portfolio Manager and Senior Family Wealth Advisor
Bellwether Family Wealth
1-2021 - 1-2024
President
Dixon Mitchell Investment Counsel
11-2019 - 1-2021
Vice President, Private Client Services
Dixon Mitchell Investment Counsel
11-2013 - 11-2019
Portfolio Manager and Investment Advisor
CIBC Wood Gundy
1-2011 - 1-2013
Vice President and Managing Director
BMO Harris Private Banking
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1989
Bachelor of Commerce (B.Com.)
University of Manitoba
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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