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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 strategies 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 TD's 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.

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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:

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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
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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

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.

Oil and gold: risks and rewards

Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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