Wealth & insurance
Portfolio alignment with financial goals
Investment portfolios should support broader financial planning objectives. We assess how your portfolio aligns with income, growth, and legacy goals.
A Bluestar Concierge will guide you to the right next step.
What’s included
Goal-based portfolio review
We review how the portfolio supports specific financial goals such as retirement or legacy planning. This helps connect investments to outcomes.
Time-horizon considerations
We discuss investment time horizons associated with different goals. This supports appropriate risk and liquidity planning.
Income and growth balance
We assess the balance between income-producing and growth-oriented investments. The aim is alignment, not short-term performance chasing.
Clarity on trade-offs
We explain trade-offs involved in different portfolio approaches. This helps you evaluate choices more confidently.
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