Secure Client Login

Clients can use the “Secure Client Login” button in the upper right corner of any page to securely access personal statements and videos of recent Investment Committee Update webinars. Contact your relationship manager or email info@bellinvest.com for help setting up your access.

Webinars

The Logistics of Retirement
posted: October 2011

Join us as we examine the topic of retirement and answer questions our clients often ask.

Managing Your Cash Reserves in a No-Yield Environment
posted: September 2011

Join us for an in-depth look at how Bell is managing its clients' cash reserves in today's low interest rate...

Personal Umbrella Insurance: An Asset Preservation Tool
posted: July 2011

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for you…

Wills and Trusts: Tales from the Trenches
posted: June 2011

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable insight from real life situations...

Building Momentum Through Financial Planning
posted: April 2011

Whether you are saving for retirement, your children’s education, or moving...

Investing in Gold
posted: March 2011

With gold hovering around its all-time nominal price high, the shiny metal is making lots of headlines these days.