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Bell Allard Wealth ManagementFeel free to explore our website; it’s designed to be short, to the point, and more importantly informative and interactive. If you don’t find what you’re looking for or have more questions, please give us a call or send us an email.

Bell Allard Wealth Management at ScotiaMcLeod is a wealth management and investment management team that draws on the over eighty years of combined financial industry experience of its partners/associates, and the resources of one of Canada’s leading and most international financial services firms - Scotiabank. We specialize in providing customized financial planning and investment services and solutions to successful business owners and professionals in Western Canada. Our mission is to give our clients financial peace of mind.

Why partner with us?  We'll keep you on track.  The advantage is simple – Our professionalism; our transparent financial planning and portfolio management processes; and our adherence to a code of ethics and standards of professional conduct. For over two decades we have consistently and successfully helped our clients stay on track towards meeting their financial goals, and we’ve been there to help them navigate every step of the way.

 

Our Latest Blog Posts

  • May
    17
    Dieing without a Will
    Just this week Arvind Sharma was made aware of a someone who is trying settle her deceased husband’s estate. Since her husband never prepared a will .......
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  • May
    16
    Listen up bond investors
    The last three decades have been pretty good to bonds investors thanks to falling interest rates.  So what's the outlook now that rates have hit bottom?
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  • May
    07
    If you close your eyes, the monster will not go away
    "Governments should realize that at the end of the day, it's investors who bear responsibility for their investments." - Ariana Eunjung Cha (May 3, 2008), "China Leaves Small Investors Behind on…
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  • May
    04
    Europe - It's Bad
    My last blog asked the question: "Can the rest of the world decouple from Europe?"
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  • May
    02
    Decouple or Desynchronize?
    Take a minute and read this blog from The Economist Free Exchange, "The Eurozone Crisis: Call It A Depression".
    View more...

Contact Us

250-868-5500
250-862-3599
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Testimonials

Bell Allard Wealth Management has been an important part of my planning for the past 10 years. I rely on their consistent and constant service.
CE

 

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