Where your best interests meet our best efforts
With over 100-plus years of combined industry experience, one thing has always remained central to our work at Bell Private Wealth: the best interests of our clients. With that in mind, we put our best efforts into delivering comprehensive and coordinated advice that places you and your family at the centre of it all, because what matters most to you matters most to us.
Communication. Collaboration. Coordination.
We’ve come to realize that clients from all walks of life are in search of a few key things: clear communication, meaningful collaboration, and all-encompassing coordination of their financial affairs. We’re proud to have established a knowledgeable team of financial experts that place these priorities at the centre of our approach, working diligently alongside our partners to protect and build your wealth and, ultimately, provide true peace of mind.
Curtis Bell
Brigitte Martodam
Christine Gareau
Jonah Litzenberger
Our values
A values-led, client-focused practice
As our team strives to lead with integrity, advise with insight, and guide with intention, we never lose sight of the core values that remain central to what we do. We trust that our long-standing and newly onboarded clients alike sense how important these beliefs are to us, and how our combined efforts to live them out result in a client experience like no other.
Why choose Bell Private Wealth?
We lead with integrity, humility, and honesty
We strive to add value at each interaction
We get things done well and done quickly
We view everything from our clients’ perspectives
We manage our clients’ wealth as we do our own
We continue to innovate and elevate every day
Our approach
A needs-based, plan-focused approach
At Bell Private Wealth, your needs serve as the basis of every financial decision we make on your behalf, enabling us to personalize our approach to ensure you and your family can reach your goals. That’s why we spend meaningful time getting to know you before building a comprehensive plan that coordinates all aspects of your financial affairs, from financial planning to investment management and beyond.
Financial planning
With your vision as our mission, we create your unique “Wealth Report Card” to uncover your needs, assess your current situation, build a comprehensive plan, and coordinate your financial affairs.
Portfolio management
Leveraging Private Investment Management and A+, RBC’s premium investment platforms, we create an objective, adaptable, and resilient portfolio to help you achieve your long-term goals.
Will and estate planning
We work alongside you and your family to create a tax-efficient plan that protects your most valuable assets, ensures a smooth transition to the next generation, and secures your future legacy.
Business owner planning
Whether you’re building, growing, or selling your business, our team works with you to overcome challenges, take advantage of opportunities, and lighten your tax burden moving forward.
Charitable giving
Our passion is helping you find yours, which is why we work closely with you to devise a meaningful giving strategy or a charitable foundation of your own for the causes you care most about.
Retirement planning
We see retirement not as an end but a beginning, and we help you make the most of it by maximizing your retirement savings and income, minimizing your taxes, and providing true peace of mind.
Insurance planning
We assess you and your family’s need for life and health insurance in order to provide unique, tax-efficient strategies that are perfectly aligned to your short- and long-term goals.
Financial literacy
Depending on your specific needs, we work in close collaboration with you and your family to deliver tailored education and 1:1 support to ensure you’re confident in your financial decision making.
Managing wealth can often be stressful, but with a foundation of trust, a dedicated team of professionals, and world-class resources at your disposal, we aim to make your journey towards success as stress-free as possible.
—Curtis Bell, Founder, Portfolio Manager & Wealth Advisor
Bell team blog
