It all begins with a plan

Whether starting out or already an experienced investor, make sure you're well prepared so you can make informed decisions that support your goals. Talk to us about creating a comprehensive financial plan that includes an investment strategy tailored to your lifestyle, long-term objectives, and risk tolerance.

If you do not currently have investments with us, we would be happy to review your investment statements from other institutions. It can often be very helpful to get a second opinion and our expert advisors can answer any questions you may have to help ensure your portfolio is on track.

 Try our Financial Calculators

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

 

Use Calculators

BlueShore Financial, Investment Advisor, Ilana Schonwetter

Ilana Schonwetter

Investment Advisor

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Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.