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Bell Kearns | Toronto | Wealth Management

THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). It might sound obvious, but it’s often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. When is there time to enjoy your wealth? Clients of Bell Kearns and Associates. And we do it well.

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Bell Kearns | Toronto | Wealth Management | bellkearns.com Reviews

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THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). It might sound obvious, but it’s often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. When is there time to enjoy your wealth? Clients of Bell Kearns and Associates. And we do it well.

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2 why bka

3 our philosophy

4 past performance

5 process

6 partners

7 giving back

8 smart money

9 independent

10 individual disciplined

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Bell Kearns | Toronto | Wealth Management | bellkearns.com Reviews

https://bellkearns.com

THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). It might sound obvious, but it’s often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. When is there time to enjoy your wealth? Clients of Bell Kearns and Associates. And we do it well.

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bellkearns.com

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Bell Kearns & Associates Ltd. | About Bell Kearns & Associates

https://www.bellkearns.com/about-bell-kearns-and-associates

Bell Kearns and Associates Ltd. Originally founded as R S Bell and Associates in 1991, the firm provides expert, independent financial management guidance to wealthy individuals, families, estates and foundations. The premise was, and still is, that a specialized level of service and knowledge is required to serve this elite group of investors. Packaged solutions, high fees and potential conflicts of interest are especially inappropriate for those with significant wealth to manage. The principals of Bell...

2

Bell Kearns & Associates Ltd. | Partners

https://www.bellkearns.com/partners

Bell Kearns and Associates Ltd. Bell Kearns and Associates is a privately owned Canadian company. The three shareholders and their experience are:. Robert S. Bell, F.S.C.I. Helen M. Kearns. President and Chief Executive Officer. Susan K.D. Bell, CFA. Robert Bell founded Bell Kearns and Associates in 1991 after recognizing that individuals, trusts and family estates with more than $10 million of investable assets were underserved. Television. Rob currently sits on the Independent Review Committee of S...

3

Bell Kearns & Associates Ltd. | Process

https://www.bellkearns.com/process

Bell Kearns and Associates Ltd. At Bell Kearns and Associates, we have a long history of understanding the needs and objectives of high net worth families, endowments, foundations, estates and not-for-profit organizations. Based on our experience, we’ve developed exclusive methodologies that help us provide our clients with quality service and exceptional advice. For each client, we conduct a search among our database of more than 150 firms. Once chosen, we monitor both your counselors’ and your po...

4

Bell Kearns & Associates Ltd. | From the Chairman

https://www.bellkearns.com/from-the-chairman

Bell Kearns and Associates Ltd. Robert S. Bell, F.C.S.I. At Bell Kearns and Associates, we work diligently to define a comprehensive investment strategy for our clients, each of whom has assets of more than $10 million to invest. Once a strategy is determined, we help choose the “right” team of professional money managers that are most likely to achieve our clients’ investment goals. I invite you to find out more about us. Robert S. Bell, F.C.S.I. Bell Kearns and Associates Ltd.

5

Bell Kearns & Associates Ltd. | Benefits

https://www.bellkearns.com/benefits

Bell Kearns and Associates Ltd. Bell Kearns and Associates has unparalleled experience in the investments field. Our principals, Robert Bell, Helen Kearns and Susan Bell have 43, 30 and 15 years of relevant institutional experience respectively. We work exclusively for you and your interests. We have no affiliations with any of the money managers we recommend, nor do we cross-sell or manage money. At Bell Kearns, you speak directly to our principal consultants. Bell Kearns and Associates Ltd.

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THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). THE TWO-WORD EXECUTIVE SUMMARY OF OUR SITE AND SERVICE.). It might sound obvious, but it’s often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing. When is there time to enjoy your wealth? Clients of Bell Kearns and Associates. And we do it well.

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