William Bell
B.Math, B.Ed., RHU, CFP
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William Bell Quick Facts
Bill Bell is the founder and President of Bell Financial Inc., an organization built on a 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 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 spirit. 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 designation (2005).
Bill resides in Newmarket, Ontario with his wife Ellen and their three daughters, Leah, Deandra, and Alexis.
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The Essence Of Financial Planning
A new client referred to me recently brought in a financial plan that was prepared by another firm. His company had paid for this service as a part of his benefits package. He pushed the binder across the table and said to me “Here, you may find this useful. It’s all Greek to me.” I took a ...
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Setting Financial Goals for Your Best Life
Today’s generation isn’t content to work now and play later. They want to work now and play now. And so retirement planning has shifted its focus from accumulating in order to spend later, to answering the question, how can I have what I want while I’m working and even more ...
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Contacting William Bell
Bell Financial Inc.
15165 Yonge Street, Suite 201
Aurora, Ontario
L4G 1M2
905-713-3765 • 888-367-7450
www.bellfinancial.ca