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Bell Financial Inc.

Profile:

Comprehensive Financial Planning
Comprehensive Financial Planning encompasses all aspects of an individual or family’s finances. Together, we identify synergies and develop holistic strategies that optimize our clients’ wealth management. The financial plan that we create, free of charge, becomes a dynamic tool that we refine over our clients’ lifetimes as their needs and priorities continue to evolve.

Creating a Financial Plan

Retirement Planning, Estate Planning, Tax Savings, Business Consulting

Investment Management

Stocks, Bonds, ETFs, Mutual Funds, Segregated Funds, Principal Protected Notes, High Interest Savings Accounts, Closed-End Funds, Annuities, GICs, Hedge Funds, Private Equity opportunities and much, much more

Risk Management

Life & Disability Insurance, Critical Illness & Long Term Care Insurance, Individual Health Plans, Business Insurance

Overview:

Since 1996, Bell Financial has been providing sound and professional financial advice, helping hundreds of families and individuals to achieve their financial dreams.

Our dedicated team of advisors and support staff have specialized knowledge and experience in virtually every corner of the personal and corporate financial landscape. From creating a comprehensive financial plan to putting in place a group health & benefits or retirement savings plan for your business, Bell Financial has the professional expertise you're looking for.

History:

Founded in 1996 by William Bell (President).

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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