Investing

Building your wealth

Our approach is to match your goals with the right investment strategy backed by the experience and expertise of professional and dedicated investment advisors. In this way, together, we will build a powerful portfolio that aligns with your values and drives performance, all based on transparency, trust, and communication.

New Tax Rules on Capital Gains Webinar

Find out what this means for you, your investments and your family with ways to mitigate and minimize the burden.

Watch this recorded webinar with tips and strategies from our panel of financial, investment, tax and accounting experts.

Watch Now

Investing with an advisor

Full-service brokerage services are available through BlueShore Financial in partnership with Aviso Wealth. Our professional investment advisors offer access to a virtually unlimited selection of stocks^ᶲ, bonds^ᶲ, ETFs^ᶲ, and mutual funds^ᶲ, backed by expert investment advice and extensive portfolio management experience.

A powerful investment plan that works for you

Building a diversified net higher new worth portfolio demands more sophisticated investment vehicles and more specialized advice. That's when you realize the greatest benefit from partnering with an accredited professional to manage your investment portfolio. Working with you to assess your current financial position and long-term goals, an investment advisor can create the optimal strategy for you. You'll receive top-notch financial guidance from professionals who know how the market works and how to make it work for you.

Your advisor relationship

The key is to develop a trusted relationship with an investment advisor who understands your unique needs, goals, and risk tolerance. Your advisor can then help you choose from the wide array of investment products available based on your individual risk profile and investment timeline.

Working with your best interests in mind

While we offer a number of investment products created by our wide range of investment partners, our advisors have access to virtually all types of investments. At BlueShore, it’s not about pushing product or favouring proprietary funds, it’s about which investments are right for your needs and your portfolio.

What you can expect from your advisory team

Your investment advisor will meet regularly with you to review your portfolio, assess changes in your circumstances, and keep you up-to-date on any issues that may affect your financial future. They also work as part of your overall BlueShore advisory team, including your financial advisor, and a wealth protection specialist or business advisor (as required). This team approach can extend to your broader professional partner network, including your legal and tax accounting advisors.

Interested in trading online yourself?

In partnership with Aviso Wealth, BlueShore offers clients the award-winning platform, Qtrade Direct Investing™, for convenient and cost-effective online trading.

Qtrade offers a complete range of stocks^ᶲ, ETFs^ᶲ, mutual funds^ᶲ, bonds^ᶲ, GICs^‡, and more. Added-value support services make it ideal for the investor who may desire assistance from time to time, but is primarily looking for a self-service brokerage option. Here are a few of Qtrade’s benefits:

Exceptional value with competitive pricing
Outstanding service with knowledgeable investment representatives available to assist
Virtually every type of account, including non-registered and registered, cash, margin, and more
Build a diversified portfolio with stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs
Extensive planning and research tools
Convenient access: Stay connected with Qtrade Mobile for iPhone®, iPad®, and Android®.

Explore Qtrade Direct Investing