Low Cost Fee-Based Investing.

Build an investment plan that funds your long term goals while cutting your investing costs.

Fee-Based Investment Advisor Toronto

Fee-Based Investment Advisor

Portfolio Management

  • Choose from various securities and alternative strategies & options like real estate & private equity.
  • Your investments are not locked-in with high fees.
  • Build a financial plan and let your investments fund your goals.
  • View your portfolio 24/7 and have access to regular consultation.
  • Have access to diverse portfolio management solutions. 

Get a customized wealth management solution that gives you the benefit of low-cost investing together with professional financial advice.

Advantage of Fee-Based Investing With Blue Alpha Wealth

Using active and passive investing strategies, you're able to get low-cost investing costs with the benefit of sophisticated investment management.

Discretionary Portfolios

Investing requires quick decisions to make changes to your plan in times of volatility. Our optional "discretionary" fee-based solution helps to take away the anxiety from your investing. 

Sophisticated Options

Take advantage of alternative investing strategies and options to reduce the risk of your portfolio. Find opportunities not available with traditional investing options like stocks and bonds.

Work With An Advisor

Low-cost or passive doesn't mean set it and forget it. With our model you get guidance to use your investments to fund your financial planning goals.

How Our Fee-Based Investing Solution Works

Get Started With Low Cost Fee-Based Investing!

Fee-based investing accounts
  • Complete the form with your information so we can get back to you. Alternatively, book a call here.
  • We chat briefly and understand your motivations and goals.
  • Build  a portfolio based on your risk appetite and goals.
  • We monitor your portfolio and make adjustments as markets change. View your investments online.
  • You continue to plan and communicate with your Blue Alpha Wealth financial advisor.
Ontario
  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland & Labrador
  • Nova Scotia
  • Ontario
  • Prince Edward Island
  • Quebec
  • Saskatchewan
Your Investing Goals?
Reduce Investing Fees
  • Grow & Preserve Capital
  • Capital Appreciation
  • Reduce Investing Fees
  • Create An Investing Plan
  • Other
What Are You Invested In Primarily?
Mutual Funds
  • Cash
  • Mutual Funds
  • Segregated Funds
  • Stocks
  • Bonds
  • Other
Your Investment Profile?
Current Value of A/C's e.g. RRSP, TFSA
  • Current Value of A/C's e.g. RRSP, TFSA
  • Less Than $100,000
  • $100,000 - $250,000
  • $2500,000 - $500,000
  • $500,000 - $1,000,000
  • $1,000,000+
Best Time of Day to Reach You?
Anytime
  • Anytime
  • Morning
  • Afternoon
  • Evening

Invest Your Money To Address Your Needs

Thoughtful process to Investing

We follow an established process to determine what path to take with your investment plan. We remove all the conflict of interest with our fee-based investing platform which is transparent and low-cost investing. 

Invest in various solutions.

Benefit from investing with sophisticated solutions not typical with main stream investing.

Diversify in different asset classes.

Exposure to core & alternative asset classes for diversification. Equities, bonds, real estate & alternatives.

Rebalance regularly.

Move money between investments to ensure your portfolio remains aligned with your goals and risk tolerance.

Financial advisor Toronto

Types of Investments You Have Access To

Equities

Bonds

Mutual Funds

ETFs

Alternative Strategies

Private Equity

Real Estate

Private Debt

Don't forget to protect your retirement assets with long term care insurance.

Your health and it's deterioration in retirement is the number one risk the longer you live. What's worse, if a partner needs your care and support. You can grow your investments over time but they can be wiped away in a few years because of long term health care.

Working with Blue Alpha Wealth your financial advisor.

Hi, I'm Carter, your independent financial advisor and partner in helping you gain control over your investments. You'll find I'm a good listener and willing to meet you where you are. I understand the anxiety that comes with investment planning and don't promise a silver bullet but if I can make an improvement on your current situation is that worth your while?

Get Started Fee-Based Portfolio Management!

Best Toronto financial advisor
  • Complete the form with your information so we can get back to you. Alternatively, book a call here.
  • We chat briefly and understand your motivations and goals.
  • Build  a portfolio based on your risk appetite and goals.
  • We monitor your portfolio and make adjustments as markets change. View your investments online.
  • You continue to plan and communicate with your Blue Alpha Wealth financial advisor.
Ontario
  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland & Labrador
  • Nova Scotia
  • Ontario
  • Prince Edward Island
  • Quebec
  • Saskatchewan
Your Investing Goals?
Reduce Investing Fees
  • Grow & Preserve Capital
  • Capital Appreciation
  • Reduce Investing Fees
  • Create An Investing Plan
  • Other
What Are You Invested In Primarily?
Mutual Funds
  • Cash
  • Mutual Funds
  • Segregated Funds
  • Stocks
  • Bonds
  • Other
Your Investment Profile?
Current Value of A/C's e.g. RRSP, TFSA
  • Current Value of A/C's e.g. RRSP, TFSA
  • Less Than $100,000
  • $100,000 - $250,000
  • $2500,000 - $500,000
  • $500,000 - $1,000,000
  • $1,000,000+
Best Time of Day to Reach You?
Anytime
  • Anytime
  • Morning
  • Afternoon
  • Evening
Financial Advisor near Toronto Rogers Centre

Curious About Getting Started?


Blue Alpha Wealth