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Investments.

Reduce your investment management fees to generate long-term wealth.

Do you know how much you are paying each year in investment management fees? Do you understand what services you’re getting with your current financial advisor?

Most commission-based advisors and major financial institutions in Canada charge investors annual fees between 2 – 3% of your current assets, often through high fee mutual funds. Despite paying these fees, clients will receive little or no financial planning, tax planning, or tax preparation services from their advisors.

As a fee-based advisor, Kevin Bell and his team offer low cost, tax efficient, and diversified investment solutions designed to reduce annual management fees, improve your investment results, and lower your taxes. Unlike with commission-based advisors, our fees are also tax deductible.

Book a consultation with Kevin today.

Why Invest with Kevin Bell?

Did you know that Noble Prize-winning research has shown that passive investing is the most reliable way to grow long-term wealth?

Passive investing is an investment strategy that minimizes the buying and selling of assets. Typically, passive investors will track the market over time, using a diversified portfolio of index funds.

Based on extensive experience in the financial industry, Kevin Bell and his team focus on investing primarily in Vanguard ETFsThe Vanguard Group is one of the world’s leading investment companies, founded by John Bogle, the father of the index fund.

When compared to the management fees charged by Canadian institutions, the fees for Vanguard ETFs are typically between 0.1 to 0.2% (compared to 2 to 3% for mutual funds) and the returns for these funds typically exceed Canadian mutual fund returns.

Read our case study to learn how we helped a client save by switching.

Our Investment Review Process

Understand how to improve your return on investment.

Holistic Review & Financial Plan

When you get in touch with our team, we will start by looking at all the aspects of your financial situation: your income tax bracket, your current and future incomes sources (i.e. pensions, rental income, investments), and any real estate or business interest. Then we’ll set meaningful financial goals and develop a plan to help you reach them.

Diagnose Your Investment Fees

The best way to understand the advantages of switching your investment is to see the difference. Our team will determine your current management expense ratio (MER) and show you how to reduce it with appropriate changes.

Increase Tax Savings

In addition to reducing investment management fees, our team will ensure that your investments are structured to minimize your annual tax burden. We will suggest proactive strategies to restructure investments and mortgages, in order to lower taxes in the future.

Our Partner | Portfolio Strategy

Founded in 1994, Portfolio Strategies is one of Canada’s largest independent investment firms. Portfolio Strategies has over $3 billion in assets under administration and more than 300 advisors located in offices across Canada. They specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice.

Find out how much you could be saving with lower investment management fees.

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