Your key to financial success

Financial planning involves a wide range of activities including budgeting, saving, debt management, investing, and protection. Mapping these out as you go through each life stage will help you achieve your goals.

  • 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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  • 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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  • Mom and child on bed with piggybank
    Financial Planning

    Talking to your child about money

    For parents and grandparents, it’s an important conversation, but sometimes it’s difficult to know where – and how – to start.
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  • Older father and son talking drinking coffee
    Financial Planning

    Managing your aging parents’ financial affairs

    As your parents age, your traditional roles may reverse. They’ll need your steady hand in managing financial matters. Here’s how to get started.
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  • Extended family going for a walk outdoors
    Financial Planning

    Financial planning for empty nesters

    The kids are grown and the house is feeling quiet and empty. How do you start this new stage of life on the right financial foot?
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  • Family standing on seawall
    Financial Planning

    Nine reasons why financial planning is important

    Financial planning helps you determine your short- and long-term financial goals and create an action plan to achieve them.
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  • Extended family walking along the beach
    Financial Planning

    Money strategies for the sandwich generation

    Between growing kids and aging parents, there’s a whole generation of Canadians feeling “sandwiched” by all the related financial obligations.
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  • Father and son walking outside
    Financial Planning

    Caring for aging parents

    If you have aging parents, there’s a good chance you'll have to help them at some point with the challenges of old age. And that includes their finances.
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  • Family talking about finances
    Financial Planning

    Helping parents with a real estate windfall

    With sky-high home prices, selling their home could mean your parents are in for a significant influx of cash. Here’s how to help them manage it.
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  • Woman sitting by the ocean
    Financial Planning

    Asset planning under BC’s Family Law Act

    When a relationship ends, the rules around dividing property and splitting assets can be complicated. Here are the basics of the laws in BC.
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BlueShore Financial, Financial Advisor, Mona Heidari

Mona Heidari

Financial Advisor

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