facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Blog

5 Questions For Your New Financial Advisor Thumbnail

5 Questions For Your New Financial Advisor

If you are looking for a financial advisor (and if you are we hope you aren’t one of our clients), you may find yourself drawn more to the sales pitches of the advisors you should avoid, than to the sincere words of a potentially great advisor. Here’s five questions you might want to ask to help sort that out.

Read More
Measuring Investment Success… the Smart Way Thumbnail

Measuring Investment Success… the Smart Way

We’ve all heard from a neighbour, friend or colleague after they’ve made an impressive investment. Proudly boasting about a recent purchase of Shopify, gold bullion, or maybe Tesla, ably raking in double-digit returns. When asked about their impressive foresight, the response is often dismissive “I just knew it was a good buy” - obviously referencing their super-power investment sense. Or they provide, in perfect hindsight, a suspiciously-specific record of all that is now known to have driven the investment’s past success. It’s Nostradamus-like really.

Read More
Why Do We Have A Newsletter? Thumbnail

Why Do We Have A Newsletter?

Snail mail… It’s used less and less these days. It has become a weekly (or sometimes monthly) duty to check it and find piles of pizza coupons and real estate brochures. But, if you are on our mailing list, four times a year you receive the Bell Financial Newsletter.

Read More
Why, you ask, should you read our blog? Thumbnail

Why, you ask, should you read our blog?

’m old enough to distinctly remember what it was like not to be connected to everyone at all times. In fact, I’m old enough to remember that with a certain feeling of loss. In the “good old days” I played chess with a friend via Canada Post. It took an entire school term to complete a game. And when I needed to gather some information I went to the Encyclopedia Britannica – actual books (23 volumes in all) - that took up a fair amount of the available space on the family bookshelf.

Read More