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William Bell

President & Insurance Agent, Bell Financial Inc.
Financial Advisor, Manulife Securities Incorporated

B.Math, B.Ed, CHS, CFP, CLU, CEA, CIM

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.

905-713-3765
905-713-2937
1-888-367-7450

Jonathan Earle

Financial Advisor, Manulife Securities Incorporated
Insurance Agent, Bell Financial

P.Eng, MBA, CFP®, CIM®

Jon was working in Waterloo while attending the evening MBA program at Wilfred Laurier University when he was introduced to Bell Financial. At this time, his work had shifted to asset management and business improvement projects as a Professional Engineer. It was in asset management that Jon found enjoyment working closely with clients to improve the way they planned and operated. Now, as a CFP Professional and Chartered Investment Manager (CIM) with Bell Financial, Jon gets even more pleasure doing this on a personal level, helping clients improve their lives through sound financial planning and advice.

Since joining the practice in 2011, Jon has won the Distinguished Young Advisor Award (2017), a national award recognizing strength across eight criteria, and was one of 32 nominees chosen for the Top Under 40 award (2020) by the Investment Industry Association of Canada (IIAC), who support over 30,000 licensed professionals across Canada. He believes in the importance of sharing knowledge with other Canadian advisors and has been a presenter for large events including the Distinguished Advisor Conference, Manulife’s Planning Matters conference, and the Associate Advisor conference.  

Nick Earle

Financial Advisor, Manulife Securities Incorporated
Insurance Advisor Assistant, Bell Financial Inc.

B.Sc., CIM®

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

David Frank

Group Benefits, Bell Financial Inc.

B.A

After having seen his fiftieth birthday and twenty-fifth anniversary in business hurtle past with frightening speed, David recently found a quiet spot to sit and reflect on The Meaning of Life.  It was, mercifully, a short sit, for his back often seized up when sitting cross-legged for extended periods of time.  In taking stock of his life as it was, he noted with pride that his two children were growing into fine young men, and would soon embark on their personal Journeys of Discovery.  He was thankful that his health complaints were modest and manageable.  He loved, and was loved.  And he still woke up every morning looking forward to going to work.

Sonia Colhoun

Office Manager, Bell Financial Inc.
Client Sales Assistant, Manulife Securities Incorporated

B.Sc

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 Fragomeni

Administrative Assistant, Manulife Securities Incorporated

ACS

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 Bondi

Group Benefits Administrator, Bell Financial Inc.

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 Wolff

Investment Advisor Assistant, Manulife Securities Incorporated
INSURANCE ADVISOR ADMINISTRATIVE ASSISTANT, BELL FINANCIAL INC.

BBA, CIM®

Brittany completed her undergraduate degree in Business Administration at Bishop’s University. She has been working in the financial services industry for nearly 5 years, and is always looking to broaden her expertise in the field. Brittany has been working with our administration team for a few years now, alongside Sonia and Denise.

She loves to ski, golf, and read, and lives in Newmarket with her dog, Stella.

Denise Madden

Marketing Assistant, Manulife Securities Incorporated

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.

Ellen Bell

Bookkeeper, Bell Financial Inc.

Ellen has been an integral part of Bell Financial since its inception in 1996. Her primary role is that of company comptroller, but she is also an important voice on the management team and takes a lead role on many projects.

Ellen and Bill have three daughters, Leah, Deandra, and Alexis, and five rambunctious grandchildren.

905-713-3765
905-713-2937
1-888-367-7450

Leah Earle

Social Media and Marketing, Bell Financial Inc

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 she has taken at Bell Financial but it is the most permanent.  As social media and marketing manager Leah works on the computer all day doing who knows what.

When Leah isn't working she's usually found having a wild dance party with her two crazy boys Rowan and Callum.

Almost forgot she is also married to Jon.

Brandon Doke

Marketing Assistant, Manulife Securities Incorporated

Brandon is entering his fourth year at Western University. He is enrolled in the bachelor of management and organizational studies program and majoring in finance. Brandon grew up in Aurora and currently lives in King City. He enjoys basketball, golf, snowboarding, and wakesurfing.