Financial Planning and Advice Toronto
Advice Is Only As Good As the Person You Ask
Contact Us Today
Blue Alpha Wealth is dedicated to helping long term serious individual investors that believe in the value of professional advice. As an independent financial advisor, our service rests on unbiased financial planning and investment recommendations. We also believe that there are no perfect financial products but perfect financial planning.
Get started today by completing our form below or give us a call at (416)966-0606 to schedule a meeting.
Would you like to schedule a Consultation Call?
FAQ - You Have Questions, We Have Answers
Give us a quick phone call; send us an email or you can schedule a call on our calendar. This will help to determine a fit and to understand what your situation is and where you stand. Alternatively, you can complete the form above and we will get back to you as soon as possible.
- How much of a nest-egg do I need to retire by a certain age?
- How much do I need to put aside for guaranteed lifetime income?
- How much can I afford to spend in retirement?
What types of investment accounts should I have?
How do I know if my portfolio is doing what it should be doing?
What types of accounts should I have to reduce my taxes?
How do I invest as a business owner?
Disability and Critical Illness Insurance
How do I use disability and critical illness insurance to protect my retirement?
What type of disability insurance should I buy?
Do I need disability insurance?
Our main role at Blue Alpha Wealth is as investment managers. We help you create a one-page financial plan and implement and investment plan and manage it on your behalf to ensure you meet your financial planning goals. It's a long term relationship and for individuals investors who want to delegate this responsibility of managing their money as well as working together in partnership. If you have for example an RRSP, TFSA or any other type of investment services you need guidance and help with, that is what we mostly do.
No, our initial conversation is more introductory and an opportunity for you to know what working with us looks like and who we help. You never pay us directly for any solutions we recommend and implement based on discussions of what you want put in place. The financial institutions you choose to help with your plan are the ones who compensate us as brokers.
Yes, many of our clients say they prefer now to meet or deal with us remotely and virtually most of the time so they don't have to come to our office or meet in theirs. This makes it easier to work with clients across Ontario and Canada provided they are willing to work with us remotely and use tools like Zoom. We still do meet with people face to face if you prefer.