Learn how to create an enduring legacy
Build a financial legacy that you and your family can enjoy together. Sign up for this complimentary one-hour webinar featuring expert financial and wealth protection advice from BlueShore.
Webinar: How To Build A Lifelong Legacy
Date: October 19 at 12:00pm
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.
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
From the Advice Hub and Help Centre
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