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 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.
• 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.