Bell Financial’s Employee Benefits and Group Retirement Division offers independent advisory services to small-to-medium-sized companies. We develop close working relationships with our clients, delivering benefits and services from design to implementation and regular follow-up.

All of our business relationships are governed and fostered by our Core Beliefs.

  • Bell Financial believes in The Golden Rule; that we treat our group clients and their employees the way we would expect to be treated.
  • We believe in the strength of The Benefits Alliance Group to offer our clients unique and competitive products and services. As a member of Canada’s leading national alliance of independent employee benefits advisors, Bell Financial can leverage the size and strength of The Benefits Alliance Group to reduce the total cost of benefits plans and enhance employers’ total offering to staff.
  • We believe in a Win-Win-Win philosophy: everyone benefits when the client, the advisor and the supplier (or insurer) enter into a relationship where needs and expectations are met on all sides.
  • We believe that an educated client is an empowered client. We take the time to explain how employee benefits and group retirement plans are priced, both at plan inception and each year at the annual review.

Employee Benefit Plans

Group Retirement Plans

Health and Wellness

Preferred Pharmacy Network

Critical Illness Protection

Investment and Retirment Planning

Bell Financial is a proud member of Benefits Alliance since 2008. 

Bell Financial

15165 Yonge St
Suite 201Aurora, ON L4G 1M1

 

dfrank@bellfinancial.ca
905-713-3765
www.bellfinancial.ca

Key Contacts

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The Bell Financial Team

Elizabeth Bondi

Elizabeth Bondi

Advisor