Expert advice to guide your financial journey

The more you know, the better you can plan. The Advice Hub provides numerous articles and videos on many financial topics. Start by browsing our featured articles below, and go directly to the topic of your choice  if you’re looking for something specific.

Featured Advice Articles & Videos

BlueShore clients meeting with advisor
Financial Planning

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.
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Construction worker on job site
Business Banking

Credit options for your business

Revolving or installment loans, secured or unsecured credit – businesses may need them all in different circumstances.
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Minds over Money advice video series
Financial Planning

Smart tax strategies for every life stage

Paying taxes is part of life, but don’t pay more than your fair share. This video offers tax-saving tips and ways to get more from your savings.
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Family hiking and looking at compass
Retirement

How to plan for your retirement

Registered Retirement Savings Plans remain one of the best retirement investments available.
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Explore the various advice topics:

Financial Planning

Everything you want to know about financial planning.

  • Minds over Money financial advice video series
    Financial Planning

    Financial planning for blended families

    New partnerships that blend families can be joyous and stressful. Don’t ignore tough financial questions. This video explores what you need to know.
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  • BlueShore clients meeting advisors
    Financial Planning

    Seven tips for choosing a financial advisor

    Finding and choosing a financial advisor can be daunting. Here are seven tips to help determine your needs and find the right advisor relationship.
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More Financial Planning Advice

Everyday Banking

  • Man working on business finances on his laptop
    Business Banking

    Banking advice for self-employed professionals

    If you’re thinking of making the leap to self-employment, a Business Banking Advisor can help get you started on the right foot.
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  • Woman on smartphone
    Everyday Banking

    Get more from your bank account

    You use your bank account almost every day. Are you getting the most out of it? Review these money-saving tips.
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More Everyday Banking Advice

Home Ownership

  • Grandmother, daughter and grandson outside home
    Home Ownership

    Buying a home with help from your parents

    Buying a new home for the first time can be a scary and trying process. Sometimes you might need a little parental guidance – and financial assistance.
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  • Couple looking out window
    Home Ownership

    Ten steps to buying your first home

    Buying your first home is one of the most exciting and nerve-wracking things you’ll ever do. Here are 10 steps to make it easier.
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More Home Ownership Advice

Education Savings

Resources to help you save for your child’s higher education.

  • Family taking selfie on a rock
    Education Savings

    Tips to help manage student finances

    If your teenager is starting post-secondary education, now’s the time as a parent to learn how you can help them take control of student finances.
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More Education Savings Advice

Investing

  • Advisor meeting client in branch
    Investing

    Finding the right mutual fund

    Mutual funds can help grow your wealth. As a professionally managed investment tool, there are several fund styles that can work for you.
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  • Couple looking at a laptop
    Investing

    Protect against investment fraud

    There are many investment opportunities worth your interest. But there are also scam artists and fraudsters that see you as their investment opportunity.
    Learn More
More Investing Advice

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Estate Planning

  • Family paddling in a canoe
    Estate Planning

    Changing your estate plan as life’s priorities change

    Life is all about choice and change. That’s why it is wise to review your estate plan from time to time, making updates as needed.
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  • Couple hiking and standing on a moss-covered rock
    Estate Planning

    Six strategies to help minimize your estate taxes

    As the saying goes, death and taxes are the only guarantees in life. But that doesn’t mean when one happens, the other should take everything you’ve left behind.
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More Estate Planning Advice

Insurance

Advice to help you protect the things most important to you.

  • A family skipping stones
    Insurance

    How insurance protects your family

    Insurance is one of the best ways you can protect the people you love. Here's what you need to think about.
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  • Couple walking on the beach
    Insurance

    Insurance tips to protect your wealth

    Acquiring wealth and growing your net worth is great. But the more you have, the more you have to protect.
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More Insurance Advice

Retirement

  • Hiker looking up tree
    Investing

    Five TFSA traps to avoid

    A Tax-Free Savings Account offers benefits like tax-sheltered growth, tax-free withdrawals, and savings flexibility. But there are pitfalls you should avoid.
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  • Retired couple sitting on a dock
    Retirement

    How to make the right choices for your RRSP

    RRSPs are great for long-term savings. Contributions are tax-deductible and can compound your returns, tax-sheltered for years.
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More Retirement Advice

Business Banking

  • Business owner working on finances
    Business Banking

    Build your business savings strategy

    Just as you would for your personal finances, it’s important to plan and nurture a solid savings strategy for your business.
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  • Retired couple and kids eating dinner outside
    Business Banking

    Using a family trust for your business

    Establishing a family trust and setting up shareholders for the business may be complicated, but it offers some key tax-saving opportunities.
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More Business Banking Advice

Cybersecurity

  • Paying to store with tap
    Cybersecurity

    Preventing debit and credit card fraud

    Paying with plastic is the norm today, but credit or debit cards can be compromised. Here’s what to watch for and how to protect your cards.
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  • Woman on smartphone
    Cybersecurity

    Staying safe in a digital world

    Technology keeps us connected and makes our lives easier, but crafty cybercriminals also use it for fraud and scams. Here’s how you can stay safe.
    Learn More
More Cybersecurity Advice
Financial Advisor, Philip Brown

Philip Brown

Financial Advisor

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