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Toronto Gallery
200 King Street West
Suite 1807
Toronto, Ontario
M5H 3T4
Map Link
Tel: (416) 594-8680
Toll Free: +1 (888) 806-4333
Fax: (416) 594-8500

Bell Financial Group

Tel: (416) 594-8968
Toll Free: +1 (888) 806-4333
Fax: (416) 594-8500
jeffrey.bell@cibc.ca

JEFF BELL

Titles & Designations

  • Investment Advisor
  • Portfolio Manager
  • Vice President
  • Canadian Investment Manager
  • Chartered Financial Analyst

Languages Spoken

  • English

Specialties

  • Discretionary Portfolio Management
  • Advisory & Professional Investment Management Services
  • Equities
  • Options
  • Alternative Investments
  • Insurance
  • Financial Planning Services
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Income Funds (RRIFs)

Licensed In

  • Ontario
  • British Columbia
  • Alberta
  • Nova Scotia
  • New Brunswick
  • United States

 



Bell Financial Group

Gallery Branch
200 King Street West
Suite 1807
Toronto, Ontario
M5H 3T4

Map and Directions

Tel: (416) 594-8968
Toll Free: +1 (888) 806-4333
Fax:(416) 594-8500

Request Meeting

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Private Managed Strategies


The Bell Financial Group has carefully created the following portfolios to meet clients' unique needs and goals:

Canadian Income

The Canadian Income portfolio is for income-oriented investors with a medium risk tolerance. The portfolio focuses on selecting stocks and income trusts with high yields and low price betas. There is also focus on upward earnings revisions as well as quarter-over-quarter earnings momentum.

Canadian Growth

The Canadian Growth portfolio is designed for medium to long term investors with a medium risk tolerance. The strategy looks for stocks with good earnings value whose book values are growing but exhibit low levels of earnings variability. Secondary importance is placed on low price to book ratios along with earnings surprises and quarterly earnings momentum.

US Income

The US Income portfolio focuses on selecting stocks with high yields and low price betas. There is also focus on upward earnings revisions as well as quarter-over-quarter earnings momentum.

US Growth

The US Growth portfolio looks for stocks with solid earnings value, whose book values are growing but exhibit low levels of earnings variability. Secondary importance is placed on low price to book ratios along with earnings surprises and quarterly earnings momentum.

Diversified Equity

The Diversified Equity portfolio holds approximately 60 positions. It seeks to provide diversification with respect to geographic region, industry classification and investment style. The portfolio uses a combination of quantitative and fundamental factors to screen and select individual equity positions within North American markets. The portfolio also uses Exchange-Traded Funds (ETFs) to gain exposure to International markets which show high relative strength.

North American Balanced

The North American Balanced portfolio is a medium risk portfolio that provides diversification across asset class, geographic region and management style. The portfolio is primarily invested in North American equities and Fixed Income securities. The portfolio also uses ETFs to gain exposure to international markets which show high relative strength within that category.

Global ETF Asset Allocation

The Global ETF Asset Allocation portfolio is designed for investors seeking long-term growth and reduced volatility through tactical asset allocation. This portfolio allows for broad diversification through asset class, sector, currency, market capitalization and geographic location.

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.