Bell Financial Inc.

Bell Financial's excellent professional services have meant that I fully understand our financial position, in that we have a detailed financial plan that gives me "peace of mind", and which reflects the reality of our standard-of-living. I appreciate the prompt response to questions, and the eagerness to provide a respectful answer to even the most naive query! There is always time made available to meet if we wish it. I am made to feel welcome - the staff in the office are professional, polite and courteous. Many thanks to Bell Financial for helping us to navigate our retirement years in a fiscally responsible way.

I recommend Bill and the team at Bell Financial without hesitation. As a 30-year veteran of the Finance industry, you might think I would manage my own financial matters. But I know well enough to leave something this important to the experts, and Bell Financial have never disappointed with the quality and depth of their knowledge and advice.

I have worked with Bill and his team for approx. 20 years. Advice and counseling has been effective and Bill and his staff have always been helpful, prompt and courteous. Results have proven to be effective since I am now retired and enjoying the fruits of my labour and Bill’s sound advice.

We’ve been working with Bill for eleven years now. His professional and personable style resonated with us from our first meeting. He spent time getting to understand us beyond just our financial status, and created a complete picture for us on our whole retirement. His support organization is superb - just a phone call on any issue gets answers and follow up and confirmation of activities is excellent - especially appreciated when we travel.

When we first met Bill, about 20 years ago, we had 4 young children and we were looking for how to save for their futures but we found a genuine partner in our overall financial planning. I think the thing that makes me the most happy is the fact that I never have to think about money. I feel confident that Bill and his team are looking after us and that gives me time to enjoy the life we have built.