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.
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
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.
Online Brokerage
DIY investors can access Qtrade Direct Investing®, an easy-to-use, cost-effective, online trading platform.
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.
From the Advice Hub and Help Centre
More Financial Planning Advice Estate Planning
Steps for creating your estate plan
Formally communicating your final wishes can protect your estate from legal challenges in the future and preserve your peace of mind today.
Insurance
Insurance tips to protect your wealth
Acquiring wealth and growing your net worth is great. But the more you have, the more you have to protect.
Not a BlueShore client yet?
Whether saving for a goal, planning for the future or looking to improve your financial outlook, we can help you on your journey to achieving financial wellness.