Skip to main content

Grant Bell

Senior Vice PresidentPortfolio ManagerInvestment Advisor

  • CFA®
  • CFP®

"Working together to help you achieve what truly matters to you"

Comprehensive and astute wealth advisory services

With two Chartered Financial Analysts® (CFA®) designation holders, many years of experience and a collaborative team approach, we offer carefully-considered, innovative wealth strategies to affluent retirees, pre-retirees, families, small business owners and corporations.

Forward.png Are you too busy to manage your wealth and want someone experienced to help guide you?

Family.png  Would you rather be doing other things than building and monitoring your portfolio?

eye.png Are you tired of living with financial concern and feeling you need to watch your money?

We’re here and committed to help, with:

  • Honest advice
  • Long-term strategies to protect and grow your capital
  • Estate planning to help you pass your wealth tax-effectively to the next generation according to your wishes, and
  • The skills to build portfolios that can help generate a reliable flow of income for your retirement.
The Bell Wealth Advisory Group experience:

- We listen and are relatable 
- Your interests come first – we treat your money like it is our own.
- We will talk about your life more than your account.
- We are committed to ensuring you understand your portfolio and know the potential risk - and returns it could bring.
- Expect us to be in touch frequently with high-quality communications, including an agenda email before each meeting and a summary afterwards.
- We follow through in a timely manner to ensure plans are executed.
- Our team follows a proactive, structured process.

Discover : 

By taking you through our distinct Discovery  process, which utilizes principles of behavioural finance theory , we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.

DD.jpg
Collaboration with TD specialists

We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:

TD Specialists Services Graphic.jpg

Disciplined asset allocation

The cornerstone of prudent investing, asset allocation helps ensure that your portfolio accurately reflects your personal circumstances, objectives, risk tolerance and constraints.

It properly diversifies your investments among the major asset classes – cash and cash equivalents, fixed income, and equities – in a manner that is appropriate for you to help reduce your overall risk while providing an opportunity for growth.

Alternative investments

Since bonds now tend to follow the same performance patterns as equities, we can go beyond the traditional asset classes by drawing upon our experience with sophisticated alternative investments. These strategies are reserved for ultra-high net worth clients who understand and are willing to accept the potential risks and rewards.

Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are non-correlated to market direction.

These may include:
  • Long/short option funds
  • Long Short Credit Funds
  • Arbitrage strategies
  • Bridge financing
  • Market neutral funds
  • Derivative Strategies
newsletter button2.png 
The Bell Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8482
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

Simon Fraser University

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Half Full, Half Empty

    Managing expectations in a post-stimulus environment

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from my services?