Financial advice and planning to help achieve your goals
Our goal is to help you achieve financial wellness, whatever that means for you, through a combination of expert financial advice and a wealth of resources. If you don't find the answers to your questions here, contact us – we'd be glad to help.
The power of premium advice
Tap into the power of our team approach to advisory services.
Our Financial Advisors and Business Advisors form the core of the client relationship and work with other specialists as required to meet your needs.
Financial Advice Hub
You'll find a wide range of articles and videos that provide financial advice on a variety of topics.
Watch our latest webinar: Navigating Your Investment Strategy in Today's Economy
Looking to make sure your investments are on track? Tune in to watch our expert financial and investment advisors offer their perspectives on:
- Opportunities and challenges of today's economy
- Investment and financial planning strategies
- Market trends and insights
Get peace of mind and practical solutions from our expert advisors.
It all starts with a plan
Like any goal, achieving your financial dreams needs to start with a plan.
Lifespring® is our unique planning process that provides a roadmap and outlines the steps you need to take to reach each milestone in your financial journey.
Try our Financial Calculators
They can help you with everything from savings and mortgages to retirement planning and comparing registered plans.
Financial Newsletters
Our clients receive timely updates on financial events and trends as well as news about BlueShore and its community.
They provide a great way for clients to stay up-to-date.
From the Advice Hub and Help Centre
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The value of a financial advisor
A financial advisor can help you achieve your goals. Discover the benefits of working with an advisor and how to get the most from your relationship.
Alerts
Setting up and managing alerts
Let us help you keep a watchful eye out for any suspicious account activity as well as provide convenient money management tools.
Not a BlueShore client yet?
Whether saving for a goal, planning for the future or looking to improve your financial outlook, we can help you on your journey to achieving financial wellness.