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contact: william.bell@manulifesecurities.ca |
Bill
Bell, B.Math, B.Ed, RHU, CFP,
CLU
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 simpley 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.
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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 has also made numerous television and radio appearances,
and is a regular on the speaking circuit where 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.
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