Wealth Management

Toronto Wealth Management

Customized individual private wealth management helping you grow and preserve your wealth.

Blue Alpha Wealth

Plan your wealth management with purpose so you can live richly. Being unique and different isn’t always better, but your better will always be different. If you’re seeking expert advice to organize and manage your wealth with appropriate financial solutions, Blue Alpha Wealth has the experience and capabilities to support your needs. 

Investments

Our investment strategies depend on your profile. We work with conventional portfolio investments that include stocks and bonds, and if you need safety, GICs. We also work with alternative investments that are not correlated to traditional public investment markets and are useful in times of volatility.

Financial Goals Planning

First, it's important to know where you stand. We work with you to develop a sustainable financial plan grounded in your values and objectives. A wealth management financial plan will help drive the creation and management of your unique investment strategy.

Insurance Strategies

Insurance is typically used to help with risk management. The risk that you die suddenly or you get sick or hurt and can't work for a while. It can also be used for wealth building in the form of whole life insurance. Either way, we can help change your perspective.

why work with us?

Wealth Management is more than just investing.

Risk Management

  • Disability Insurance
  • Life Insurance
  • Health Insurance

Retirement Plans

  • Employee Retirement
  • Employee Education 
  • Pension Commutation

Tax Planning

  • Tax-Loss Harvesting
  • Personal Pension Plan
  • Income Splitting

Estate Planning

  • Gifting Strategies
  • Estate Plan Review
  • Will & Power of Attorney

Business Planning

  • Cashflow & Distributions
  • Tax Efficient Investing
  • Exit & Succession Strategy

Alternative Strategies

  • Exempt Market Strategies
  • Tax Minimization
  • Capital Preservation

1

Step 1 - Get in Touch  

Let's start by having a brief discussion and chat that usually last at most 15 minutes. We'll get to know each other and see if there is potential and opportunity to formally engage and discuss our services further. CALL or EMAIL or SCHEDULE A CALL

2

Step 2 - Decide What Help You Need

You decide whether you'd like for us to help you with creating a financial plan for you and helping you execute on it and provide ongoing investment management. Or, you can choose just to get a one-time detailed and written financial plan that you will execute by yourself. 

3

Step 3 - Execution and Implementation

Based on what path you choose to take we will implement and execute on it. We will go through a discovery with you either to provide you a single plan or to work on a plan that will help us help you execute on an ongoing guidance relationship with Blue Alpha Wealth.

Wealth Management Contact Form

Complete the form to give us an idea about what services you're curious about.

WHAT ARE YOU INTERESTED IN?
Retirement Planning
Financial Planning
Life Insurance
General Discussion
Disability Insurance
Investment Planning

Financial Planning & Private Wealth Management 

Working with a financial advisor like Blue Alpha Wealth for your private wealth management is about empowering and enabling you to make smarter decisions about your future plans and investments as well as growing and protecting your nest-egg over time.  Our priority is to help you gain security and control over your finances.

Working with us is also designed to reduce your anxiety and the amount of time you spend trying to figure out what, where and how given the information overload in financial news and commentary. We equip you with the knowledge and tools to feel confident that you will retire on your own terms. Turn to Blue Alpha Wealth for your long term private wealth management needs.