Kevin Bell has spent much of the last 20 years working on the trading floors of CIBC World Markets and Credit Suisse where he advised institutional investors including Canada’s largest companies, pension funds, and investment managers how to manage financial risks.
Kevin has an active mortgage business with The Mortgage Group (www.kevinbell.ca) and helps clients secure the best mortgage possible, and also indentify interest and tax saving opportunities for clients. The Mortgage Group has helped over 250,000 Canadians get the right mortgage to suit their financial needs since 1990. TMG has, over the years, built a strong reputation for integrity and professionalism within the mortgage industry.
FSCO Registration – http://mbsweblist.fsco.gov.on.ca/ShowLicence.aspx?M16000696~
Working with individual investors through Portfolio Strategies Corporation, Kevin is committed to working in each client’s best interest to achieve their financial objectives with low cost and tax efficient investments, saving clients thousands of dollar in mutual fund and investment management fees.
By providing holistic approach, Kevin is able to help clients use mortgages and investments to reduce their income taxes. Kevin graduated from Queens University with a degree in Economics (Honors) in 1997 and earned his Chartered Financial Analyst designation in 2000.