Wealth services designed to protect what you’ve built
Wealth planning and insurance advice focused on protection, structure, and long-term goals. Clear explanations and practical guidance at each stage of life.
Wealth and insurance services we offer
Wealth planning works best when it’s understandable and connected to real decisions. Explore the service areas below to see how we help with protection, structure, and long-term planning.
Estate Planning Advisory
Our Wealth & Insurance team provides estate planning advisory services to help clients protect their assets, reduce tax exposure, structure inheritances, and create long-term financial security for their families.
Financial Planning
Our advisors provide comprehensive financial planning for individuals and families across Canada. We help clients manage cash flow, build long-term wealth, prepare for retirement, and align investments and insurance with personal financial goals.
Life Insurance Planning
Our advisors help clients understand their insurance needs, select suitable life and health coverage, and integrate insurance into long-term financial and estate planning strategies.
Portfolio Strategy & Reviews
Our advisors help clients build and maintain investment portfolios through disciplined strategy, risk assessment, and regular performance reviews. We ensure your portfolio aligns with your goals, time horizon, and market conditions.
Alternative Investments
Bluestar offers clients a high-level advisory perspective on alternative investments informed by the experience of our family office. We help individuals understand how private-market opportunities can complement a broader financial plan and provide general guidance on evaluating alternative asset classes.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us