Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Cash Flow & Budget Planning
We assess income, expenses, savings, and debt to create a clear and sustainable financial plan tailored to your lifestyle and goals.
Investment Strategy Development
We develop investment strategies that align with your risk tolerance, time horizon, and long-term objectives, using diversified and disciplined portfolio approaches.
Retirement Planning
We calculate retirement needs, analyze registered and non-registered accounts, and design income strategies to support your lifestyle in retirement.
Tax Optimization Strategies
We help reduce tax exposure through efficient use of RRSPs, TFSAs, corporate accounts, and other planning tools integrated into your financial 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