Women, Wisdom and Finances

Are you ready to improve your knowledge, gain greater confidence and take control of your financial future?

Watch our complimentary webinar to learn insights, tips and strategies from our expert investment advisor, Ilana Schonwetter.

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Investment Advisor, Ilana Schonwetter

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. 

Meet Our Advisors

Financial Advice Hub

You'll find a wide range of articles and videos that provide financial advice on a variety of topics.

Explore The Advice Hub

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.

Learn More About Lifespring

 Try our Financial Calculators

They can help you with everything from savings and mortgages to retirement planning and comparing registered plans.


Use Calculators

Researching investment options

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.

Read The Latest Newsletters

Financial Advisor Kelsey Phare

Kelsey Phare

Financial Advisor

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Our team of experienced professionals are here to answer any questions you may have.