Our mission is to help our clients create exciting and secure futures Through financial planning AND Employee benefits. Bell Financial was founded with a simple mission - to help as many people as possible, in the most profound way possible. This means that the suite of services and products offered by the team at Bell Financial is diverse, and includes comprehensive financial planning, investments, insurance and employee benefits.
Over the years our growing team has consistently rallied around this central mission and relentlessly worked towards delivering a customer experience that builds ever-strengthening long term relationships with our clients. Whether our client is a new member of an existing benefits plan, or a long term investment client, we work diligently to find out how we can help, and deliver that help in a way that exceeds expectations.
Over the years our growing team has consistently rallied around this central mission and relentlessly worked towards delivering a customer experience that builds ever-strengthening long term relationships with our clients. Whether our client is a new member of an existing benefits plan, or a long term investment client, we work diligently to find out how we can help, and deliver that help in a way that exceeds expectations.
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Bill Bell is the founder and President, of Bell Financial Inc., an organization built on his unique vision that speaks of values, relationships, and dreams. Bill is also the author of two books. Simple Money (2007) is a simple yet powerful guidebook in the search for true wealth, and a refreshing perspective on the role of the financial tools we use.
Bell Financial is a financial services company located in Aurora Ontario. We specialize in comprehensive financial planning with an aim to create positive financial futures for all of our clients. We believe that having enough money to live isn't good enough. A financial plan acts as a map that guides you on the road to your envisioned financial future.
We believe that a comprehensive financial plan, developed by a team of qualified CFP(R) professionals is an essential first step in developing an investment or risk management strategy, which is why we offer this to every client, free of charge. Although we believe the best advice comes through comprehensive planning, we are happy to focus on specific priority areas of your financial life.
Putting money into an RRSP is giving money to your future self. Your future self doesn't have an income (he/she is retired and trying to enjoy life) and so any money you can squirrel away now will be greatly appreciated by future you. Rowan is the son of a financial planner and a lover of saving money.
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