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.

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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.

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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.

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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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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.

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Business Succession

Passing a business on, whether through an outright sale or transfer to a family member, requires a detailed financial plan of action.

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Not a BlueShore client yet?

We would 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 at a branch located near you.

 

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