In 2011, Jon left a successful career as a Professional Engineer, where he worked on asset management and business improvement projects, to join Bell Financial. The driving force behind this change was to work closely with clients and help improve their lives through sound financial planning and advice.
Along with the support of his team, Jon won the Distinguished Young Advisor Award in 2017, a national award recognizing strength across eight criteria, and was a guest speaker for the DAC Conference in Kelowna, BC. In 2020, Jon was one of 32 nominees chosen for the Investment Industry Association of Canada's (IIAC) Top Under 40 award. The IIAC support over 30,000 licensed professionals across Canada. He enjoys learning as well as sharing what he has learned and has participated as a guest speaker for many financial services industry events.
Jon believes in the importance of staying connected to his community and spent over 8 years leveraging his professional strengths as a volunteer board member for the Rose of Sharon, a local not-for-profit assisting young mothers and their children. For this work, Jon has received Outstanding Volunteer Achievement recognition several times, from the Government of Canada and the Newmarket-Aurora local MP.
Jon is a licensed Portfolio Manager and Insurance Agent. He has Bachelor of Science in Engineering from the University of Guelph and a Master of Business Administration (MBA) from Wilfred Laurier University. He holds a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designation.
His focus will continue to be helping people and growing Bell Financial sustainably through the core values of integrity and service that the organization was founded on in 1996. Jon currently lives in Holland Landing with his wife, Leah, and two boys Rowan, and Callum, who all bring energy and optimism to his life every day.
In his current role as Financial Advisor Associate, Nick provides financial planning support to Bill and Jon's clients. His dedicated knowledge of the business allows him to assist to clients in all aspects of the products and services we provide, with a focus on investment products.
In his spare time, Nick is an avid golfer who enjoys painting
Wisdom: the quality of having experience, knowledge, and good judgement; the quality of being wise
-Oxford English Dictionary
Does being born back in 1960 automatically bestow the current version of David Frank with wisdom? Of course not. But the accumulation of life experiences has offered him the privilege of hindsight, and through this portal David has learned much about the quality of relationships with people he cares about.
David has learned, sometimes as a result of mistakes both small and large, that listening, considering, caring and advocating for others must come before acting on what he believes is correct. Over time, The Golden Rule has become more than words thrown casually about in conversation; they’ve become words to live by.
Though not always successful (he is still learning and making mistakes, after all), David tries to extend the practice of treating others as he wishes to be treated beyond family and friends and into his business relationships. Since 1986, David has built an intimate, successful employee benefits advisory practice with a select number of organizations that value his experience and knowledge. His clients also benefit from Bell Financial’s long-standing affiliation with Benefits Alliance (BA), Canada’s Leading National Alliance of Independent Employee Benefits Advisors.
The collaborative nature of BA allows David to access the collective knowledge and resources of many of the top advisory firms in the country, which he believes in turn offers his clients the best of both worlds: a highly personal, one-on-one relationship, combined with broad access to many of the leading minds and services in the employee benefits and group retirement industry.
Although David would never claim to be wise (there are many mountains to be climbed before he reaches that lofty perch), he will admit that, over the passage of time, he’s learned a thing or two about how to meet the needs of the people he cares about. Above all else, he understands that love, trust and respect must be earned by showing up, time and time again. This is a commitment he’s made to his family, to his friends and to his clients.
Like life, David Frank is a work in progress. He strives to listen better, to be kinder, more caring, smarter. That’s the goal, anyway.
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), a Chartered Life Underwriter (CLU) designation (2005), and a Certified Investment Manager (CIM) (2017).
Bill resides in Newmarket, Ont. with his wife Ellen and they have three daughters, Leah, Deandra, and Alexis and five grandchildren (so far).
Our office manager, Sonia joined Bill in early 1997, shortly after Bell Financial was founded, and has been in charge of all administration services ever since. Most of us credit Sonia with setting the tone of our office, which you all know to be very efficient and most congenial.
Sonia is married to Rob and they have two children, Patrick and Thomas.
Gloria's primary role is that of Bill's assistant. She knows Bill well, having worked with him for 12 years with a major disability insurance company. Gloria joined Bell Financial in 2001 to help keep Bill organized and busy, and instantly became an invaluable asset.
Gloria is married to Cosimo, a pharmacist, and they have one child, Daniel.
Liz joined Bell Financial in December 2008 and has assumed the role of Group Benefits & Insurance Administrator, looking after the needs of our many group businesses. Her ability to learn quickly and pleasant personality have led to many compliments from happy clients.
Liz is a graduate of Guelph University and lives with her young family nearby in Barrie.
Brittany completed her undergraduate degree in Business Administration at Bishop’s University. She has been working in the financial services industry for over 7 years and is always looking to broaden her expertise in the field. She enjoys learning new things and keeping up to date with industry changes and trends.
In 2018 Brittany started working with our administration team, and has progressed to an associate advisor role, working with Jon and Nick to support our clients, and grow Bell Financial sustainably through the core values of integrity and service that the organization was founded on. She is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) who helps individuals navigate the ever-changing stages of their financial life through education and empathy. Brittany is a licensed investment advisor and life insurance advisor who believes financial literacy is of utmost importance for all, and that through education, Canadians can build confidence in their financial knowledge. She particularly enjoys working with younger clients to teach them the skills they need to set themselves up for long-term financial security.
Brittany knows that investment planning is not a one-size-fits-all approach and strives to focus on providing solutions that best fit each of her client’s individual needs. She begins by connecting with clients to identify their goals and then works with them to create an investment plan that maps out a journey to achieving these goals. Through regular meetings and check-ins, she helps keep clients on track and accountable. Brittany believes that the relationship between a investment advisor and a client is one of partnership, built on trust, respect, and mutual commitment. She takes great pride in creating lasting relationships to guide her clients through the many stages of their financial lives.
In her free time Brittany enjoys skiing, golfing, and playing with her puppy. She also loves a good mystery book or podcast. She currently lives in Newmarket with her partner, Joe, and their mischievous chocolate labradoodle, Gouda.
With nearly two decades of experience in financial accounting and analysis Denise has quickly become an asset to the Bell Financial team. Denise graduated from the University of Western Ontario with a BA in Economics. She got her life licence in 2015 and brings this valuable knowledge to our team. Denise lives in Newmarket with husband Dean and children Hannah & Rhys. She enjoys long walks and volunteering in her community.
Tia started her career as a radio host in the music industry. She is a Seneca College alumnus where she studied radio broadcasting. Since graduating, she happily changed career paths to work in administration in the financial industry. Outside of work she is a part-time old soul who loves to bake and knit and a part-time exotic zookeeper who collects and rescues reptiles. Her greatest inspiration is a challenge and she love to learn.
Leah is a Guelph alumnus whose work history includes time as a waitress, a party coordinator, and briefly as a pirate. She has a post-graduate degree in video journalism and previously worked in corporate video.
As Bill and Ellen's eldest daughter this isn't the first position Leah has taken at Bell Financial but it is the first that doesn't involve allowance. Leah is not only the book keeper and media manager at Bell Financial but also is kept busy helping support the business in any way she can.
When Leah isn't working she's usually found having a wild dance party or playing Minecraft with her two crazy boys Rowan and Callum.
Almost forgot she is also married to Jon.