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

Bell Financial Group

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    • Our Commitment
    • Community
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    • Personalized Process
    • Portfolio Management
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Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8968
Email Email us
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Telephone Number Tel

Our Philosophy

Since 1995, the Bell Financial Group has been focused on creating customized wealth solutions for high net worth families, executives, entrepreneurs and institutions. Our conscientious process of goal setting, planning, implementation and monitoring has created long-lasting advisor and client partnerships. The key to our success is a thorough understanding of our clients' goals and objectives, and catering their portfolios to ever-changing circumstances. Our competitive edge is our combined 100-plus years of professional experience, extensive education and proprietary quantitative portfolios.

 

How We Manage Your Wealth

With a combination of discretionary portfolio management, traditional brokerage services, estate planning and external institutional managers, the Bell Financial Group supervises your wealth so you can focus on all of life's other priorities.

 

"As wealth managers, we believe we should offer a diversified investment program that allows our clients to preserve and grow their wealth over time while minimizing risk and providing the income they desire."

Jeffrey S. Bell, CIM, CFA
Senior Wealth Advisor, Senior Portfolio Manager

 

"Jeff and his team are incredibly customer focused...an essential attribute of any advisor." - Jozef Straus

 

 

 

Contact us

Address

Bell Financial Group Address
200 King Street West
Suite 1807
Toronto, ON M5H 3T4
Telephone number: (416) 594-8968
Toll-free: 1 (888) 806-4333
Fax: (416) 594-8500
 

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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.