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Bell Financial - Benefits Alliance

Bell Financial

Proud member of Benefits Alliance since: 2008

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.
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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.

Services Provided at Bell Financial

Employee Benefits Plans

Group Retirement Plans

Health & Wellness

Critical Illness Protection

Preferred Pharmacy Network

The Bell Financial Team

As Bell Financial enters a new era Bill feels nothing but pride for what he started so many years ago. And it is all made possible by the wonderful people he has on his team. People who are united by the company’s purpose, help as many people as possible in the most profound way possible.
Key Contacts
David Frank, Principal at Bell Financial - Benefits Alliance

David Frank

Principal
Bell Financial
Email
Phone
The Team
Elizabeth Bondi, Advisor at Bell Financial - Benefits Alliance

Elizabeth Bondi

Advisor
Bell Financial
Email

Locations

Find the location nearest you for Bell Financial.

Bell Financial Aurora

15165 Yonge St Suite 201Aurora, ON L4G 1M1
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