Are you minimizing your investment management fees to generate the best returns? Is your mortgage interest tax deductible? Are you leveraging your mortgage and investments to help you save on taxes?
If you answered ‘no’ to any of these questions, then Kevin Bell and his team can help. Our proven financial strategies have helped our clients save thousands to ten of thousands yearly on interest, investment management fees, and taxes.
Want to find out how we can help you? Get started by booking a free, no-obligation consultation with Kevin today.
Book a consultation with Kevin today.
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.
In partnership with TMG The Mortgage Group and Portfolio Strategies, Kevin and his team offer clients a comprehensive solution for mortgages and investments. His holistic approach to financial planning helps identify tax savings opportunities that other advisors typically miss and generates long-term wealth for clients.
Initial Consultation
The first step in our process is to have an open conversation about your financial situation. During this consultation, we will discuss your financial goals and identify any areas of concern.
Information Gathering
To begin the process, you will be asked to complete a client agreement and then we will collect the information we need to assess your financials, including photo ID, a recent pay stub, a property tax bill, a mortgage statement, and an investment statement. If you are self-employed or own an investment property, we will also need your T1 General.
Our Findings
The final step in the process is a second meeting for our team to present our findings and review the results. We will discuss our proposed action plan for meeting your goals, next steps, and any additional suggestions
Our Partners
We are proud to partner with some of the top providers of mortgage and investment solutions in Canada. Learn more about our partners below.
TMG The Mortgage Group
TMG The Mortgage Group is an award-winning national Canadian mortgage company with hundreds of qualified and accredited mortgage industry professionals providing residential and commercial services. Since 1990, TMG has helped over a quarter million Canadians get the best financing solutions and mortgage rates through its network of lending partners from coast-to-coast.
Portfolio Strategies
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.
