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Bell Financial Group

  • Home
  • About Us
    • Our Team
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    • Community
  • Custom Wealth Solutions
    • Personalized Process
    • Portfolio Management
    • Wealth Strategies
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  • Our Approach
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    • Total Wealth Management
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Two Businesswomen Working On Computer In Office.

How philanthropy teaches the next generation about your values

CIBC Private Wealth

September 19, 2022

Leading by example is a great way to teach your kids about charitable giving.

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Portrait of senior female pottery artist in her art studio.

Design your unique retirement lifestyle

CIBC Private Wealth

June 17, 2022

The definition of retirement is changing and there are now more options for retirement than ever before. Whether your retirement is traditional or something different is really up to you.

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Happy couple reviewing documents with a businessperson.

Common retirement pitfalls to avoid

CIBC Private Wealth

February 09, 2022

Avoid these five common drawbacks to ensure your retirement is the best it can be.

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Golden Eggs. Making Money and Successful Investment.

IPPs can play a valuable role in a business owner’s retirement

Cathy Bertini

November 07, 2021

Find out how an Individual Pension Plan (IPP) may fit into your retirement strategy.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.