Wealth Management Toronto.


Private wealth management in Toronto for individuals and families

Blue Alpha Wealth Advantage

Financial 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.

Investments

Our investment strategies depend on your profile. We work with conventional 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.

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.

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.

Private Wealth Management is more than just Investing.

Risk Management


  • Disability insurance
  • Life Insurance
  • Health Insurance

Retirement Plans


  • Employee Group Retirement
  • Employee Education 
  • Pension Commutation

Tax Planning


  • Tax-Loss Harvesting
  • Account Strategies
  • Asset Protection

Estate Planning


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

Business Planning


  • Cashflow & Distributions
  • Investment Opportunities
  • Exit & Succession Strategies

Alternative Strategies


  • Exempt Market Strategies
  • Tax Minimization
  • Capital Preservation

Working With Us

Unbiased Client-Centered Financial Advice.

You choose how you want to engage with us. You may just want a financial plan with no help to execute from us. Or, you may want a plan and roadmap as well as ongoing guidance and execution.

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. 

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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.

Essential

  • Values & Goals
  • Budget & Cash Flow
  • Investment Strategy
  • Tax Projections

Advanced

  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Investment Strategy
  • Estate Planning

  • Everything in Essential

Business

  • Retirement Plan Review
  • Cash Flow and Distribution
  • Insurance audit
  • Asset Protection Strategies
  • Business Continuation (Buy/Sell)

  • Everything in Advanced

Interested in learning more?

Meet with us for a quick call to chat or ask any questions you may have.

Get In Touch With Us

Complete our form to give us an idea about what private wealth management services you're curious about.

OR

Call Us or Schedule a 15min call to see if we're a good fit. 

WHAT ARE YOU INTERESTED IN?
Retirement Planning
Help With My Investment Portfolio
Insurance
Need A Financial Plan
Group Retirement
Consolidate Investment Accounts

Investment Products 

If you decide on private wealth management we help you choose from a wide universe of investment products as part of your financial and investment plan. We strongly believe that there is no such thing as a perfect financial product. There is, however, perfect financial planning. Investment solutions can work as tools to close the gap between where you are and what you need your money to do for you to meet your life goals.

Account Investment Fees


Fee-based financial advisor Toronto

How To Think About Investment Fees

  • They are individualized based on your unique goals and financial plan.
  • Low fees doesn't mean good returns or advice neither do high fees.
  • Starting from your needs and goals determines what solution or product we recommend.
  • There is no perfect product or solution just perfect financial planning.

How Much Does A Financial Advisor Cost?

If you follow media commentary or commercials you would think investing is a one-size fits all and only based on fees. It is definitely important to consider how much a financial advisor costs and if it's worth it if they can help you meet your planning and investing goals. Only you understand why you might need professional advice for your financial planning so before fees it's important to consult first to see what your options are.


What Is The Fee For A Financial Advisor?

When you consult with us we can help you determine if the cost of a financial advisor is worth it by thinking about:

  • Your financial planning goals and what returns you need to meet those goals.
  • How much and for how long you want to invest.
  • If you want a hands-on or hands-off approach. 
  • The types of investments you wish to own and how much monitoring and communication regarding them. 

Cost and value are important considerations when choosing a financial advisor. Only you know what you want your money to do and we can guide and advise you of your options. Let's start by having a brief consultation to see if we're the right fit.

Fee-based investment advisor

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.

Curious About Getting Started?


Blue Alpha Wealth