Wealth & insurance
Portfolio review for life and market changes
Life events and market conditions can affect how a portfolio fits your situation. We review portfolios in the context of changing circumstances.
A Bluestar Concierge will guide you to the right next step.
What’s included
Life change assessment
We consider events such as retirement, business changes, or family transitions. These often influence portfolio priorities.
Market condition awareness
We discuss how current market conditions interact with your portfolio structure. The focus is on understanding exposure, not predicting outcomes.
Adjustment considerations
Where adjustments may be appropriate, we outline options clearly. This supports deliberate decision-making rather than reactive changes.
Documentation of review outcomes
Key observations are summarized for reference. This helps maintain continuity in future reviews.
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