Bill Bell, B.Math, B.Ed, CFP, CLU
Financial Advisor, Manulife Securities Incorporated
President and Insurance Agent, Bell Financial Inc.
Bill Bell is the founder and President, of Bell Financial Inc., an organization built on his unique vision that speaks of values, relationships, and dreams. Bill is also the author of two books. Simple Money (2007) is a simple yet powerful guidebook in the search for true wealth, and a refreshing perspective on the role of the financial tools we use. One Step to Wealth (2000) is a provocative and intriguing look at our often distorted view of money and a focused reminder of the importance of knowing what we want.
Bill spent four years teaching secondary school mathematics before joining the Paul Revere Life Insurance Company in 1984 in search of greater opportunities. He then set his sights on senior management and spent six years as General Manager of the company's Toronto operations gaining widespread recognition as one of Canada's most respected authorities on disability insurance.
In May 1996 Bill set out to pursue yet another dream, that of owning his own financial planning business, and of running his business using principles instead of profits as the guideposts. This was, and still is, an interesting experiment, that by all measures is working incredibly well.
Bill has published more than 100 articles on a variety of topics including wealth management, financial planning, insurance, and observations of the human condition. As a polished speaker and insightful industry observer, Bill is often called upon to address groups both large and small inside and outside the financial industry and he consistently garners high praise for his professional, compelling and entertaining presentations.
Bill holds a B.Math from the University of Waterloo (1980), a B.Ed. from Brock University (1981), a Registered Health Underwriter (RHU) designation (1989), a Certified Financial Planner (CFP) designation (1998), and a Chartered Life Underwriter (CLU) designation (2005).
Bill resides in Newmarket, Ont. with his wife Ellen and they have three daughters, Leah, Deandra, and Alexis and three grandchildren (so far).