A needs-based, plan-focused approach

At Bell Private Wealth, your needs serve as the basis of every financial decision we make on your behalf, enabling us to personalize our approach to ensure you and your family can reach your goals. That’s why we spend meaningful time getting to know you before building a comprehensive plan that coordinates all aspects of your financial affairs, from financial planning to investment management and beyond.

Financial planning

With your vision as our mission, we create your unique “Wealth Report Card” to uncover your needs, assess your current situation, build a comprehensive plan, and coordinate your financial affairs.

Portfolio management

Leveraging Private Investment Management and A+, RBC’s premium investment platforms, we create an objective, adaptable, and resilient portfolio to help you achieve your long-term goals.

Will and estate planning

We work alongside you and your family to create a tax-efficient plan that protects your most valuable assets, ensures a smooth transition to the next generation, and secures your future legacy.

Business owner planning

Whether you’re building, growing, or selling your business, our team works with you to overcome challenges, take advantage of opportunities, and lighten your tax burden moving forward.

Charitable giving

Our passion is helping you find yours, which is why we work closely with you to devise a meaningful giving strategy or a charitable foundation of your own for the causes you care most about.

Retirement planning

We see retirement not as an end but a beginning, and we help you make the most of it by maximizing your retirement savings and income, minimizing your taxes, and providing true peace of mind.

Insurance planning

We assess you and your family’s need for life and health insurance in order to provide unique, tax-efficient strategies that are perfectly aligned to your short- and long-term goals.

Financial literacy

Depending on your specific needs, we work in close collaboration with you and your family to deliver tailored education and 1:1 support to ensure you’re confident in your financial decision making.

With your vision as our mission, we create your unique “Wealth Report Card” to uncover your needs, assess your current situation, build a comprehensive plan, and coordinate your financial affairs.

Leveraging Private Investment Management and A+, RBC’s premium investment platforms, we create an objective, adaptable, and resilient portfolio to help you achieve your long-term goals.

We work alongside you and your family to create a tax-efficient plan that protects your most valuable assets, ensures a smooth transition to the next generation, and secures your future legacy.

Whether you’re building, growing, or selling your business, our team works with you to overcome challenges, take advantage of opportunities, and lighten your tax burden moving forward.

Our passion is helping you find yours, which is why we work closely with you to devise a meaningful giving strategy or a charitable foundation of your own for the causes you care most about.

We see retirement not as an end but a beginning, and we help you make the most of it by maximizing your retirement savings and income, minimizing your taxes, and providing true peace of mind.

We assess you and your family’s need for life and health insurance in order to provide unique, tax-efficient strategies that are perfectly aligned to your short- and long-term goals.

Depending on your specific needs, we work in close collaboration with you and your family to deliver tailored education and 1:1 support to ensure you’re confident in your financial decision making.

The hardest part is getting started

Bell Private Wealth makes it easy. 

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