Design a powerful investment plan that works for you
Building a diversified portfolio demands more sophisticated investment vehicles and more specialized advice. That's when you realize the greatest benefit from partnering with an accredited professional to manage your investment portfolio.
Working with you to assess your current financial position and long-term goals, an investment advisor can create the optimal strategy for you. You'll receive top-notch financial guidance from professionals who know how the market works and how to make it work for you.
Your advisor relationship
The key is to develop a trusted relationship with an investment advisor who understands your unique needs, goals, and risk tolerance. Your advisor can then help you choose from the wide array of investment products available, based on your individual risk profile and investment timeline.
Your advisor can help structure and manage any number and types of portfolios, from individual stocks, bonds, or exchange-traded funds* to annuities or segregated funds.
Working with your best interests in mind
While we offer a number of investment products created by our wide range of investment partners, our advisors have access to virtually all types of investments. At BlueShore, it’s not about pushing product or favoring proprietary funds, it’s about which investments are right for your needs and your portfolio.
What you can expect from your advisory team
Your investment advisor will meet regularly with you to review your portfolio, assess changes in your circumstances, and keep you up-to-date on any issues that may affect your financial future. They also work as part of your overall BlueShore advisory team, including your financial advisor, and a wealth protection specialist or business advisor (as required).
This team approach can extend to your broader professional partner network, including your legal and tax accounting advisors.
As a valued client, we’ll be proactive in contacting you. You can choose to deal with us through in-person meetings, telephone check-ins, video conferencing, email or text exchanges – whatever your preferred mode of communication.
We invite you to get to know our advisors and personalized approach to helping your manage your wealth. Contact us today to arrange for a no-obligation analysis of your portfolio.
Have a question? Ask an expert
Our team of experienced professionals are here to answer any questions you may have.