BlueShore Financial.com

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  • Financial Wellness.  Well Planned.

    A journey that lasts a lifetime.

    Helping our clients achieve financial wellness is what we do.

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    Let us guide you along the way.

    Learn about our unique lifespring® financial planning process.

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    Strength in numbers.

    It's one thing to have an advisor; it's another to have an advisory team on your side.

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    From well planned to well off.

    Partner with our wealth professionals to create an investment strategy suited to your needs.

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  • Win the Tour de Life.

    Live well today while you plan tomorrow.

    We'll help you reach your goals with our expert advice and personal plan.

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    How you save makes all the difference.

    A TFSA can build your savings quickly. Let us show you how.

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    Think past the carry-on.

    Let us help you map out your goals with short- and long-term strategies.

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    A lifetime of vacations.

    How your retirement can truly be a global experience.

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  • The road to retirement is smoother with a plan.

    Don't let your present compete with your future.

    You can build a retirement portfolio amidst multiple priorities.

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    Customized strategy = success.

    We make your retirement plan all about you.

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    Early investor gets the wealth.

    Learn how the investments you make now will impact your retirement years.

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    Ready, set, retire.

    Here’s how to make your golden years greener.

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  • I want the dream house… and the vacation home.

    Put down your roots with confidence.

    Everything you need to know about buying a home.

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    Borrowing options you'll want to call home about.

    Find out which mortgage is right for you.

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    Make sure your second home is a true vacation.

    Strategies you’ll need when considering a second property.

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    Sometimes, smaller is better.

    Explore the upside of downsizing.

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  • They were always there for me. Now it's my turn.

    Add longevity to your long-term plan.

    Sound advice on caring for your aging parents.

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    Making their money count.

    Managing your parents' finances, step by step.

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    Know your role when you're taking the reins.

    Learn about the new rules affecting your role as Power of Attorney.

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    Planning means peace of mind.

    Everything you need to know when you’re planning long-term care.

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  • I want to protect what I treasure most.

    Plan for the unexpected, prepare for change.

    A comprehensive insurance plan covers all your bases.

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    The more you have, the more you have to protect.

    Don't know how much life insurance you need? Here's help.

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    Protect your greatest asset: your health.

    Give yourself peace of mind should you ever face critical illness or a disability.

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    Protect and preserve.

    Insurance isn't just about protection, it's about wealth preservation.

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