BlueSky Investment Counsel, a Private Wealth Management company, believes that high-net-worth individuals and entrepreneurs deserve a level of service and expertise that goes beyond what traditional banks can offer. With a commitment to personalized financial strategies, exceptional client care, and a deep understanding of wealth management, we stand out as the premier choice for discerning clients seeking to protect, grow, and optimize their assets using a holistic approach of financial planning, estate planning and portfolio management.
Banks and other financial institutes may offer generic solutions that may not fully align with your unique financial situation. At BlueSky Investment Counsel, we take the time to understand your individual needs, goals, and risk tolerance. Our experienced advisors craft bespoke investment plans that are meticulously designed to maximize returns while safeguarding your wealth.
We take the time to get to know our clients and develop a personal relationship built on trust, expertise and a thorough understanding of goals and objectives.
We run well-constructed, disciplined, strategic portfolios that generate strong risk adjusted performance for our clients.
We strive to invest in ethically and socially responsible companies. While we focus on performance and risk management, we also strive to being a positive contribution to the environment and the community.
Unlike banks, where you may be just another account number, we provide each client with a dedicated financial advisor who is always available to offer guidance and answer your questions. This personalized approach ensures that you receive the attention and expertise necessary to navigate complex financial landscapes.
Our services extend far beyond simple investment advice. We offer a holistic approach to wealth management, including estate planning, tax optimization, philanthropy, and succession planning. Our goal is to ensure that every aspect of your financial life is seamlessly integrated and working towards your long-term success.
Our clients have unique access to exclusive investment opportunities that are not available to the public. At BlueSky Investment Counsel we leverage our extensive network and industry expertise to bring you private equity, venture capital, and other alternative investments that can significantly enhance your portfolio. We also build customized Structured Notes that best meet your return expectation in the long run while minimizing risk.
We pride ourselves on offering a level of client service that surpasses that of traditional banks. Our team is dedicated to providing prompt, transparent, and effective communication, ensuring that you are always informed and confident in your financial decisions.
At BlueSky Investment Counsel, your financial success is our top priority. We are committed to building lasting relationships based on trust, integrity, and exceptional performance. Our personalized approach and comprehensive services ensure that you receive the highest level of care and expertise, setting the stage for a secure and prosperous future.
Are you ready to experience a higher standard of wealth management? Contact us today to schedule a consultation with one of our expert advisors. Let us show you how BlueSky Investment Counsel can provide the tailored solutions and exceptional service that you deserve.
PDF Version In the past a balanced portfolio typically meant to have roughly half of your holdings to be equity (stocks) and the other half to be fixed income (bonds). Some people use a 60/40 weighting, respectively. In economic studies, there is the idea of economic cycles also called boom/bust relationships. […]
PDF Version How your savings accounts really work: RRSP, TFSA, LIRA, LRSP, DB, DC The government has created multiple structures to help Canadians save efficiently and have a retirement that relies less on full government programs such as the CPP (Canadian Pension Plan) or OAS (Old Age Security) and more on individual savings: RRSP, […]
PDF Version Managing the accounting firm independence constraints: All the large accounting firms have stringent procedures when it comes to investing. This is mostly due tovarious scandals that happened in the past where audit clients’ information would be passed around a firm and employees, often partners from the same or different department would have access […]
