Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Insurance Needs Assessment
We evaluate income, dependents, debts, and financial obligations to determine the right amount and type of insurance coverage.
Term Life Insurance Planning
We recommend term life solutions that provide affordable protection for mortgages, family income, and other time-limited needs.
Permanent Life Insurance Planning
We help clients structure whole life and universal life policies for long-term protection, tax efficiency, and wealth transfer.
Critical Illness & Disability Coverage
We identify coverage options that protect against income loss and unexpected health events, supporting financial stability during recovery.
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