Our Client Engagement
Working With Us
Welcome to Blue Alpha Wealth...
What to expect from us...
Financial products help as solutions but are never perfect which is why we never lead a discussion with them.
The solutions we recommend are just tools and optional to you. How you implement those solutions is our expertise.
Where would you like to go?
Our Client Engagement Process
Most of what we do is help you organize what you're currently doing.
Our goal is to help you identify gaps and vulnerabilities in your current planning as well as optimize it so you get to where you want to be financially.
Actionable Advice & Recommendations
Transparent & Customized Solutions
Frequently Asked Questions
FAQ - You Have Questions, We Have Answers
- How much of a nest-egg do I need to retire by a certain age?
- How much do I need to put aside for guaranteed lifetime income?
- How much can I afford to spend in retirement?
What types of investment accounts should I have?
How do I know if my portfolio is doing what it should be doing?
What types of accounts should I have to reduce my taxes?
How do I invest as a business owner?
Disability and Critical Illness Insurance
How do I use disability and critical illness insurance to protect my retirement?
What type of disability insurance should I buy?
Do I need disability insurance?
Our main role at Blue Alpha Wealth is as investment managers. We help you create a one-page financial plan and implement and investment plan and manage it on your behalf to ensure you meet your financial planning goals. It's a long term relationship and for individuals investors who want to delegate this responsibility of managing their money as well as working together in partnership. If you have for example an RRSP, TFSA or any other type of investment services you need guidance and help with, that is what we mostly do.
No, our initial conversation is more introductory and an opportunity for you to know what working with us looks like and who we help. You never pay us directly for any solutions we recommend and implement based on discussions of what you want put in place. The financial institutions you choose to help with your plan are the ones who compensate us as brokers.
Yes, many of our clients say they prefer now to meet or deal with us remotely and virtually most of the time so they don't have to come to our office or meet in theirs. This makes it easier to work with clients across Ontario and Canada provided they are willing to work with us remotely and use tools like Zoom. We still do meet with people safely face to face on occasion for instance when collecting cheques for GIC purchases.
Get In Touch With Us
Sound Like You? Get A Feel For Us:
Financial Planning So You Feel Confident
Working with a financial planner like Blue Alpha Wealth 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.
Curious About Getting Started?
Blue Alpha Wealth