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Bill (William) Bell profile image

Bill (William) Bell

Financial Planner & Insurance Advisor at Bell Financial Inc.
Intro Book
Seasoned financial expert with 28 years of experience in retirement planning and wealth management.
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Location
Greater Toronto Area, Canada, CA
Skills
  • Retirement Planning
  • Certified Financial Planner
  • Mutual Funds
  • Investments
  • Wealth Management
  • Show all
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Bio

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Bill Bell is a seasoned financial expert with 28 years of experience in retirement planning, investment management, and wealth management. He holds various certifications, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified Executor Advisor (CEA). Bill is the Founder and President of Bell Financial Inc., providing sound professional advice and friendly services to clients in the Greater Toronto Area, Canada.

Credentials

  • Canadian Investment Management (CIM)
    Canadian Securities Institute (CSI)
  • Certified Executor Advisor (CEA)
    Canadian Institute of Certified Executor Advisors (CICEA)
  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)
  • Certified Health Insurance Specialist (CHS)
    The Institute for Advanced Financial Education
  • Chartered Life Underwriter (CLU)
    The Institute for Advanced Financial Education

Experience

  • Bell Financial Inc.
    • Toronto, Canada Area
    • Financial Planner & Insurance Advisor
      • May 1996 - Present
      • Toronto, Canada Area

      Founder and President of Bell Financial Inc., I have built my company on unfailing integrity and a genuine desire to help my clients.At Bell Financial we provide sound professional advice and friendly, attentive, and timely services.What we do:• Financial Planning: Comprehensive professional plan...

  • Manulife Securities
    • Toronto, Canada Area
    • Financial Advisor
      • 1996 - Present
      • Toronto, Canada Area

      Manulife Securities IncorporatedAs a Chartered Investment Manager (CIM®) and certified financial planner (CFP), Bill and his team develop, implement and monitor sound investment, and risk management strategies. We do this as part of a comprehensive financial plan so each client’s complete financi...

  • RBC Life
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • General Manager
      • 1990 - 1996

      Formerly, Paul Revere, I worked there as the general manager of the Toronto office before starting my own company Bell Financial Inc.

    • Brokerage Associate
      • 1985 - 1990

      Formerly Paul Revere

  • Barrie Central Collegiate Institute
    • Ontario, Canada
    • Teacher
      • 1985 - 1986
      • Ontario, Canada
  • Humber College
    • Toronto, Canada Area
    • Teacher
      • 1985 - 1986
      • Toronto, Canada Area
  • Rosseau Lake College
    • Ontario, Canada
    • Teacher
      • 1981 - 1984
      • Ontario, Canada

Education

  • 1980 - 1981
    Brock University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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