Wealth & insurance
Alternatives within a long-term plan
Alternative investments can affect cash flow, liquidity, and long-term planning assumptions. We help assess how alternatives fit within retirement planning, wealth transfer planning, and your overall financial strategy.
A Bluestar Concierge will guide you to the right next step.
What’s included
Long-Term Planning Conversations
We discuss how alternatives may interact with retirement income needs, estate planning goals, and legacy objectives. The focus is on alignment and realism, not product selection.
Diversification Considerations
We review how alternatives can change diversification, concentration, and exposure over time. We also discuss liquidity trade-offs so planning assumptions remain practical.
Wealth Education & Investor Literacy
We help you understand the mechanics and terminology that often come with alternative investments. Clear understanding supports steadier decision-making over long horizons.
Coordinating With Professional Advisors
Where appropriate, we align planning discussions with your legal and tax advisors. This helps ensure investment decisions remain consistent with your broader plan.
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