What makes the Bell Financial Group unique?
The Bell Financial Group differentiates itself with our holistic approach to wealth management and our proprietary portfolios. Our team has 100-plus years of combined professional wealth management experience, extensive education (HBA, CFA, CIM, FMA, and FCSI), a comprehensive continuing education program and dedicated customer service.
What is a typical client profile?
Our clients come from diverse backgrounds and geographic locations globally. We selectively work with a limited number of households comprising of high net worth families, executives, entrepreneurs, trusts and institutions. Our clientele have common themes of wealth preservation, growth and expecting uniquely tailored wealth solutions.
What is the minimum investment requirement?
Our services are best suited for households with a minimum of CDN$1,000,000 in investable assets. It should be noted that our clients generally qualify as ‘accredited investors.' Our main goal is to find the right ‘fit' between us and our clients. We encourage inquiries if it is believed a household is suited for our wealth management solutions.
What are the benefits of the Bell Financial Group's portfolio management?
- Active investment approach
- Fundamental and technical stock selection
- Buy/Sell discipline
- Tactical asset allocation
- An experienced portfolio management team
- Detailed portfolio analysis
- Aligned interests; performance of your account is directly correlated to our compensation
What is your fee structure?
Our fee structure is defined by the client's needs and only applies to actively managed assets. We pride ourselves on being very competitive with our fee. We also emphasize tax-efficient fees where applicable. A typical client will have a combination of fee-based (discretionary) accounts and traditional transaction based accounts (to hold legacy stock positions for example).
What services do you provide beyond managing investments?
- Will and estate planning
- Insurance planning
- Retirement planning
- Inter-generational family wealth planning
- Charitable gift giving and philanthropy
- Financial planning
- Banking and credit services, both private and commercial
- Business succession planning
- Cash and foreign currency management
What securities do you invest in beyond traditional asset classes of stock, bonds and cash?
- Principal Protected Notes (PPN)
- Hedge funds (a variety of strategies)
- Managed futures
- Options
- Master Limited Partnerships (MLP)
- Dual Currency Transactions (DTC)
- Closed-end funds
- Flow-through shares
- High yield bonds
- Convertible debentures
- Senior loans
- Currency forwards
- Structured products (a variety of strategies)
Are you available to give a second opinion on my current portfolio and is there a cost?
We would be happy to give you a second opinion of your current portfolio and wealth plan. We hold various industry leading designations such as Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) which help us to conduct a thorough unbiased analysis. Our analysis covers all aspects of the investments, asset allocation and wealth plan. There is no cost for this service as we are happy to share our expertise.
I am thinking of selling my business, what value can you add?
We work directly with investment bankers and private equity firms to help transition and divest client's private businesses across a variety of industries. We also have extensive contacts in corporate finance that are available to offer a private valuation as a starting point in the transition process.
How do I make a referral?
With the permission of the person or entity you would like to refer, please give us their contact information and we will send them an introduction package. When deemed appropriate, we will then follow up to set an initial meeting to gage the ‘fit' of the working relationship. If both sides determine there is a good fit we will move forward.
How do I contact the Bell Financial Group?
Please contact our office directly for more detailed information at 416 594-8968 or toll free at 1 888 806-4333 or email by clicking the ‘Contact us' tab on the bottom left hand of our website www.bellfinancialgroup.ca
