Work With A Portfolio Manager

Low Cost Fee-Based Investing.

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

Fee-Based Portfolio Management

  • Choose from various securities and alternative options like real estate & private equity.
  • Ideal for portfolios $500,000+.
  • Your investments are not locked-in like mutual funds.
  • Build a financial plan and work with a Blue Alpha Wealth portfolio management.
  • 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 "discretionary" fee-based solution helps to take away the anxiety from your investing. 

Cut Your Fees In Half

Average mutual fund can cost you anywhere from 2.5% to 3%. Mutual funds can be a great solution if you need professional management. We give you that at half the cost

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

Let's Get Started!

Investing Options

portfolio management

Hands-off investment management. Access to discretionary portfolio management. By discretionary, we make investment decisions on your behalf and you get regular information on your performance. We start by discussing the investing philosophy and get your agreement. This fee-based structure gives you direct access with a Blue Alpha Wealth affiliated portfolio manager one on one. Get advice on individual securities, private equity and real estate investments. Ideal for $500,000+ portfolios.

What's included

  • Custom built individual security portfolio. 
  • 1:1 consultation with Blue Alpha Wealth.
  • Paperless account opening and transfer.
  • Regular reviews and access to Blue Alpha Wealth.
  • Discretionary hands-off management with 24/7 access to your dashboard and performance.

Get Started With Low Cost Fee-Based Investing With A Portfolio Manager!

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 send you an email walk you through to setup an account digitally.
  • 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

How Do We Invest Your Money?

3 Simple Rules Based on Science & Math

Fee-based investing is transparent low-cost investing because it doesn't include all the trading and marketing costs associated with traditional mutual fund investing. Here are the rules based on the work of investment professional David Swensen.

Invest in various solutions.

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

Diversify in different asset classes.

Maintain exposure to six core asset classes for diversification. Equities, bonds & real estate

Rebalance regularly.

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

Financial advisor Toronto

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 With Low Cost 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 send you an email walk you through to setup an account digitally.
  • 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