Wealth Strategies 

The complexity of significant wealth ownership can become onerous, we have found solutions that can help streamline and organize your wealth. The Bell Financial Group offers the resources and flexibility to provide you with personalized financial, estate, tax, business transition planning and philanthropy.

Planning for your wealth is an ongoing process of preparing for and reacting to critical financial events. Critical financial events can be as diverse as retiring, receiving an inheritance or selling your business. Our resources and expertise will help you to prepare for such events so that you can achieve your financial and lifestyle goals.

No matter your wealth needs, the Bell Financial Group will create custom-built portfolios designed around your risk, income and growth needs.

Bespoke Solutions

At the Bell Financial Group, we leverage the wide range of capabilities available through other wholesale banking professionals to bring you the product choices and insightful ideas you need to drive your specific strategy. For more information please click here.

We have extensive expertise investing and trading non-traditional securities:

Principal Protected Notes (PPN) Equity Monetization Hedge Funds (a variety of strategies) Managed Futures Options Trading Master Limited Partnerships (MLP) Dual Currency Transactions (DCT)

Closed-End Funds Flow-Through Shares High Yield Bonds Convertible Debentures Senior Loans Exchange Traded Funds (ETF) Currency Forwards

 

Tax Advantaged Products

One of our main focuses at the Bell Financial Group is utilizing tax-efficient accounts and products for the benefits of our clients. Whether it is the use of registered products (RRSP, RRIF), tax-free savings accounts (TFSA) or registered education savings plans (RESPs), we look to optimize allocation based on our clients' specific needs and goals.

Beyond the account type we research specific investment vehicles that have preferential tax benefits, such as return of capital (ROC) or dividend distributions. If you have any questions about how any of these account types can help you achieve your financial objectives, please contact our office.