CONTACT US

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. 

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?

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.