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-Only Investment Advice

  • Choose securities and alternative strategies like ETFs, 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. 

Customized wealth management & low-cost investing together with professional financial advice.

As professional Toronto investment advisors we partner with you to ensure that your goals drive your investment decisions not your emotions.

Our Beliefs - How We Invest

We believe perfect planning is better than perfect products

We don't believe in silver bullet financial products. We believe most investments have a place and can be effective in providing profits. However, as history has shown, no one has a monopoly on what the market will do in the future. The best way to predict the future is to plan "perfectly" by investing objectively with a goal.

We believe you must invest in the markets as they are, not as you wish them to be

You've probably heard the cliché "time in the market is better than timing the market". This is true and supposes that you have accepted and expect that to get some return you will have to accept some risk and volatility...over time. The risk and the returns will change from time to time but will always be there. Our jobs as investment advisors is to objectively understand the market as it is and seek to find opportunities whilst reducing your exposure to risk. This includes helping you manage your emotions so as not to derail your long term plan.

We believe 90% of your returns depend on asset allocation and your behavior

Most of what we do is organize your portfolio to be diversified, tax-efficient and low-cost across asset classes, strategies, geographic areas, and risk factors. By focusing on allocation, our investment methodology seeks to get the most out of your financial resources. We understand that you can beat the market in the short term but over the long term, preservation of assets to meet your stated financial and personal goals is what's most important to us. Asset allocation will help attain this investment goal.

We believe in simplicity and clear investment strategies

Most people shy away from investing and the markets even though they know it's a great wealth builder. Part of the problem is the information overload and the complexity so often brought on by financial news media. We opt for a simple and clear process to portfolio management. Simplicity doesn't mean basic or thoughtless. Most people don't open their investment statements because they don't understand what's going on and in most cases don't want to. But simple does not mean easy or thoughtless. Our approach just requires more deliberate communication and planning so that you the investor feel engaged and satisfied. 

We believe the financial markets generally are efficient over the long term

In the end your goals should drive your investment planning. As such, long-term returns are the most important measure in making sure your money is working. Undoubtedly, there will be short to medium term considerations as far as your financial goals are concerned, which is why we always adjust and rebalance appropriately. Is rebalancing an important part of your current portfolio?

who is advising you?

Get Started With Our Fee-Based Investing!

Financial advisor services Toronto
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. 

Financial advisor Toronto

Equities

ETFs

Real Estate

Bonds

Alternative Strategies

Private Debt

Mutual Funds

Private Equity

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?

Invest With Us!

Fee only investment 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