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Lorne Park Capital Partners to acquire Index Wealth Management


Lorne Park Capital Partners is to purchase all of the outstanding securities of Index Wealth Management Inc, an independent portfolio manager with offices in Vancouver, Calgary and Winnipeg.

Index provides discretionary investment management services, maximising the benefits of ETFs for individuals and foundations. Index has approximately USD120 million in assets under management.

"We are excited to welcome the Index team and its clients to LPCP and Bellwether Investment Management Inc. With the integration of Index and Bellwether, we will have five offices from Vancouver to Montreal, an expanded portfolio management team and a broader set of investment solutions for our clients and the advisors that partner with us," says Robert Sewell (pictured), Chief Executive Officer of LPCP and Bellwether.

The Transaction is at arm's length and does not represent a reverse takeover of LPCP nor a fundamental acquisition under the TSX Venture Exchange (TSXV) policies and no change of control of LPCP will result from the Transaction.

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