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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Bell Financial Group

  • Home
  • About Us
    • Our Team
    • Our Commitment
    • Community
  • Custom Wealth Solutions
    • Personalized Process
    • Portfolio Management
    • Wealth Strategies
    • Estate Planning
    • Corporate Strategies
    • Philanthropy
  • Our Approach
    • Services
    • Total Wealth Management
  • Insights
    • Market Overview
  • FAQ
  • Contact Us

Our Commitment

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8968
Email Email us
Email Email
Telephone Number Tel

Our Commitment

The Bell Financial Group will consistently and responsibly perform all requested services and will be available when needed.

The Bell Financial Group will:

  • Treat you with respect, honesty and dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Explain the implications of the strategies we propose
  • Update you by email, mail and phone
  • Meet with you regularly to review your portfolio
 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.