J.P. Bell Financial Advisor

J.P. Bell Financial Advisor

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We will work closely with you to fully understand your specific situation and goals.

Photos 10/08/2020

Are you getting enough sleep? Eating healthy foods? Exercising regularly? Those are key legs on your mental health journey. Sun Life has free tools and resources that can help you. Let’s work together for brighter days. Learn more: http://ow.ly/65MO50BNjg8

5 ways to socialize safely this summer 08/14/2020

Plenty of warm weather left to enjoy. You can enjoy it safely.

5 ways to socialize safely this summer You can stay safe and still have fun this summer. Here’s how to help maintain your social connections while social or physical distancing.

Sun Life Financial - Health Spending Account 08/10/2020

For a small business, a Health Spending Account makes an excellent and simple way to offer (or enhance) benefits for you and your staff.
It's easy to set up and manage, and offers total control over expenses, as well as a Tax Advantage.
Contact us for details and options.

Sun Life Financial - Health Spending Account Ron and Jane's two teenagers require braces. But Ron's benefits plan doesn't include coverage for orthodontic treatment and Jane's benefits plan only covers 50 per cent of the cost for such care. Ron isn't worried. His group benefits plan includes a Health Spending Account, a fund of benefit credits...

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94 Bridgeport Road East
Waterloo, ON
N2J2J9