Wealth & insurance
Portfolio allocation and risk review
Portfolio structure and risk exposure should reflect your goals, time horizon, and comfort with volatility. We review portfolio allocation to assess alignment with your objectives.
A Bluestar Concierge will guide you to the right next step.
What’s included
Asset allocation review
We review how assets are allocated across investment categories. This helps assess whether the portfolio structure matches stated goals and risk tolerance.
Risk and volatility discussion
We discuss how the portfolio may behave in different market conditions. This supports clearer expectations around variability and drawdowns.
Concentration awareness
We identify areas of concentration within the portfolio. Awareness helps inform decisions around diversification and exposure.
Plain-language summary
Findings are summarized in clear terms. This helps you understand the portfolio without technical jargon.
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