Financial Planning and Retirement Planning Services In Toronto


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.

WHAT ARE YOU INTERESTED IN?
GICs or Annuities
Help With Investment Portfolio
Low Cost Portfolio
Financial Plan
Group Retirement
Consolidate My Investment Accounts
HOW DID YOU FIND OUT ABOUT US?

Would you like to schedule a Consultation Call today?

Financial Advisor Investment Services
Toronto retirement planner

FAQ - You Have Questions, We Have Answers

how do i get started?

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. 

what type of questions can you help me answer?

Retirement Planning

- 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?

Investment Management

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?

What types of services do you provide?

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.

is there a cost for an initial review and discussion?

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.

do you serve clients outside of toronto?

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 safely face to face on occasion for instance when collecting cheques for GIC purchases.