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The Chris Bell Group

Chris Bell Pic-modified

Chris Bell 

Wealth Planner

Castlegar, British Columbia

About Chris

Chris Bell and his family have lived in the West Kootenay’s for 30 years. Chris has a strong background in business planning and management and worked for several years as a consultant with Columbia Basin Trust’s Basin Business Advocates Program.

Chris is a strong community supporter having completed many volunteer activities spanning 3 decades and served on numerous boards: Community Futures Central Kootenay, Castlegar Sculpture Walk, Castlegar Rotary, Castlegar Chamber of Commerce, Castlegar Golf Club, Kootenay Gallery of Art, Castlegar Foundation, Castlegar Red Cross, Castlegar Sunfest, Castlegar Lion’s Club and the Castlegar Business Exchange.

His spouse Nancy is a mortgage broker who works closely with the community, their daughter Nikki lives in Vancouver where she is completing her master’s degree in clinical counseling.

Chris and Nancy split their time between their homes in Nelson and at Red Mountain – they enjoy golfing, boating, skiing and share a love for travel!

About Lisa

Lisa Lesy was born and raised in Castlegar.  After graduating from Selkirk College, she moved to Calgary for 5 years until returning home to raise her family.  Lisa has excelled in customer service with every employment opportunity - she is an effective listener and communicator that offers the best care to all our clients.
 
Lisa has been an active bowler participating in tournaments throughout BC and across Canada.  She considers this one of her greatest accomplishments, second only to being a mom of two beautiful girls - Amelia and Sydney. 
 
With her spare time she loves to volunteer in her community – most recently with the Adopt-a-Road program in Castlegar, and has helped other organizations like BC Girl Guides, Rotary Interact Club, and the Trail Smoke Eaters.

Optimize's Approach to Wealth Management

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The Chris Bell Group's Value Add
 

The cornerstone of the Chris Bell Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Chris provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome is the Portfolio Manager who advises and manages client investment accounts, while Chris helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Chris Bell is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Contact

    chris.bell@optimize.ca

  250-365-7777

  250-365-9512

Office Location

The Chris Bell Group

Adam

 

Adam Newsome
Portfolio Manager

Philip Swan 1

 

Adam Newsome
Portfolio Manager

Lisa-Lesy-pic-modified-1

 

Lisa Lesy

Assistant