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Wealth management strategies designed for you
You’ve worked hard to build your wealth. And while you want it to continue to grow, you also want to protect it, reduce your tax burden, and make sure it transfers smoothly to your heirs when the time comes. We can help with a wealth management plan built specifically for you and your goals.
![Two women speaking to eachother at BlueShore Financial.](/sites/default/files/styles/bsf_scale_1400/public/images/2024-06/2024-06-11_Content_Investing.jpg.webp?itok=LdE3v4Cj)
Investing
Whether you choose to work with a dedicated Investment Advisor, enjoy a DIY approach, or prefer a combination of the two, we have the advice and technology to meet your investing needs.
Tax Strategies
The more you earn, the greater the tax bite. Our tax-efficient wealth management strategies will ensure you keep more in your hands.
Wealth Protection
There are many strategies to protect your wealth, including how to weather market downturns, hedge against income loss, and reduce your portfolio’s tax exposure.
Learn More About Wealth Protection
Estates & Trusts
Estate planning can help maximize the value of the legacy you leave for your beneficiaries. Trusts are an effective tool in this planning arsenal, to reduce the tax bill and simplify the transfer of your assets.
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![Two men working on a carpentry project together.](/sites/default/files/styles/bsf_scale_1400/public/images/2024-06/2024-06-11_Content_Philanthropy.jpg.webp?itok=0v72-EAR)
Philanthropy
Sharing your wealth with causes you care about - now and in the future - creates a legacy with a lasting impact. And done right, it benefits you and your estate through tax reductions.
Business Succession
Passing a business on, whether through an outright sale or transfer to a family member, requires a detailed financial plan of action.
Ways To Invest
Full-Service Brokerage
Our full-service brokerage services feature investment advisors registered through Aviso Wealth who can plan, build and manage a sophisticated investment portfolio.
![Full Service Brokerage](/sites/default/files/styles/rad_widescreen_800w/public/images/2024-07/2024-07-25_Card_Full-Service-Brokerage.jpg.webp?itok=4GAacTnb)
Online Brokerage
DIY investors can access Qtrade Direct Investing™, an easy-to-use, cost-effective, online trading platform.
![Online Brokerage](/sites/default/files/styles/rad_widescreen_800w/public/images/2024-07/2024-07-25_Card_Online-Brokerage.jpg.webp?itok=0WxRowmp)
Robo Advice Investing
Qtrade Guided Portfolios™ is a “hybrid” advice platform, combining the ease and convenience of robo investing with a dedicated advisor for a personal touch.
![Robo Advice Investing](/sites/default/files/styles/rad_widescreen_800w/public/images/2024-07/2024-07-25_Card_Robo-Advice.jpg.webp?itok=pngDvgMW)
Not a BlueShore client yet?
We'd be delighted to chat with you about how we can help improve your financial wellness now and for the long-term.
Contact us and we’ll set up an appointment to talk.