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

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc. 

Qtrade Guided Portfolios is a division of Aviso Financial Inc.