Who We Help

Do You Prefer to Delegate and Value Guidance?

We provide the greatest impact by matching our expertise to individuals who see value in working with a planning professional. You can probably do it yourself but don't have the time and capacity. Perhaps you've considered Questrade or Wealthsimple etc. but you want more and value a one-on-one professional relationship.

Our focus is helping you build and protect your wealth, whilst organizing yourself in a tax efficient manner. In addition we help you create a sustainable income in retirement.

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We Make a Difference for Clients

Our Typical Clients

Most of what we do is help individuals organize what they're currently doing so they don't feel overwhelmed. Our goal is to give you a cohesive plan or track to run on. We will not undo any good work you have done up to this point but help to identify gaps and vulnerabilities in your current plan as well as highlight opportunities for you.

Value Professional Advice

We work with sincere and nice people and our goal is to make a difference in their lives.  We've found that we can't be all things to all people, however, we do our best to meet people where they are. You have many options out there but as most people have realized, nothing replaces human advice and guidance.

Want To Delegate To A Professional

Our investment clients, for example, would like to be involved in their investment planning but need someone to actively manage it on their behalf with their input. Blue Alpha Wealth clients value their time and energy and place emphasis on using experts to delegate responsibilities like investment management. 

Committed Savers

A good financial and investment plan is only as good as your commitment to it. You might have a goal to retire at 60 but are you committed to saving towards that? The families we serve have worked hard and saved diligently and need advice understanding if their savings are positioned to support their current and future needs.

Want to Create a Risk Management Strategy

The biggest risk you face to any financial planning is your inability to earn an income or your sudden and untimely death. A good financial plan accounts for this and working a broker that understands various strategies and solutions is a reason why many clients trust us with this responsibility. This includes disability insurance and life insurance.

Focused On Retirement

Saving for retirement by investing is meant to create a source of sustainable income to replace your salary/income once you stop working. If you seek guidance as you prepare for and transition into retirement and want to understand the different options for sustainable cashflow in retirement, our expertise can help.

Seek To Create Sustainable Retirement Income

Our clients biggest worry is whether they will outlive their retirement savings and how to save and invest appropriately. Nest-egg accumulation is the easy part for most people. It's figuring out how to spend that money in retirement sustainably that causes the most anxiety. We help clients create a pension-like stream of income with a portion of their nest-egg to ensure a worry-free retirement. 

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Working With Us
WHAT ARE YOU INTERESTED IN?
Disability Insurance
Life Insurance
Retirement Plan
Financial Plan
Investment Plan
General Discussion
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