Investment.
Reduce management fees, improve performance, and increase long term wealth.
Mortgage.
Make your mortgage interest tax deductible with smart borrowing strategies.
Tax.
Reduce your tax burden with an in-depth evaluation of your finances.
About Kevin Bell
Kevin Bell, Chartered Financial Analyst®, is an award-winning mortgage broker and financial advisor based in Toronto. After twenty years working on the trading floors of CIBC World Markets and Credit Suisse, Kevin has an in-depth understanding of the global financial industry and how to navigate its challenges.
Find out how much you could be saving today.
As a mortgage broker with TMG The Mortgage Group (FSRA #10315) and investment advisor with Portfolio Strategies, Kevin and his team offer clients a comprehensive solution for mortgages and investments. His holistic approach to financial planning helps clients identify opportunities to save money on mortgages, reduce investment fees, and lower their taxes.
Optimize your financial planning and tax savings.
Book a Consultation
To book an initial consultation with Kevin, please fill out the form below. We will be in touch within the next business day.