Financial Planning

Nico Wong, Financial Advisor, shares his recommendations in regards to borrowing for an investment.

Scott Evans, Financial Advisor, discusses the importance of talking about finances with your significant other.

Graham Priest, Investment Advisor, shares advice on utilizing a TSFA to include investments and see tangible benefits.

Scott Evans, Financial Advisor, provides seven steps you can undertake today to make early retirement a possibility.

Ilana Schonwetter, Investment Advisor, discusses how technology tools have helped BlueShore advisors have more time to focus more on client…

David Lee discusses creative ways to help renew healthy flow in the market including joint ownership of a home, pre-gifting of inheritance, and using a trust.

The living will trend is rising: parents are choosing to share wealth with their children now, rather than as an inheritance later. Scott Evans, BlueShore Financial Advisor, shares insight on this estate planning trend.

David Lee, BlueShore Financial Advisor, speaks about the importance of students learning about personal finances and budgets before starting university or college.

Andre Guillemette, BlueShore Financial Wealth Protection Specialist, discusses estate planning for business owners in this contributed article to a financial blog.