Welcome to Lisa Bell Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. I am passionate about cultivating meaningful relationships. I stay focused on my commitment to perform to the best of my abilities. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
Engaging the right experts to address your personal needs is key to your financial well-being, so you may benefit from as many financial opportunities as possible.
With 34 years of combined experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.