The Chris Bell Team
Set Your Goals. Make Them Happen.
Solutions Tailored to You
Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfilling financial future. By addressing the entirety of one's financial landscape, this approach aims to optimize resources and align them with personal values, ultimately leading to a more fulfilling and sustainable financial life.Unlock financial potential with personalized wealth strategies – explore our services now!
The Chris Bell Group pride themselves on a transparent wealth management process designed to empower you with knowledge, ensuring that you are an active participant in your financial decisions. From the initial consultation to ongoing reviews, we prioritize open communication and provide you with a comprehensive view of your investment strategy.
Premier Wealth Management
The Chris Bell Group recognizes that exceptional wealth management goes beyond the ordinary. They delve deep into understanding your goals and crafting a strategic plan that reflects your distinct financial fingerprint. Whether it's estate planning, tax optimization, or legacy building, our Premier Wealth Management offers a suite of financial solutions to safeguard and enhance your wealth across generations.
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 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 provide 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 Managers who advises and manages the 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. Chris Bell and Lisa Lesy are licensed in the province of British Columbia to provide advice on life insurance, critical illness insurance, disability insurance and segregated funds.
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.