BlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm that caters to the needs of individual investors, institutions and not-for-profit organizations. We take the time to know our clients and develop a personal relationship built on trust, expertise and a thorough understanding of our clients’ needs. BlueSky Investment Counsel deems most of its portfolios Socially Responsible Investments, meaning we invest in socially responsible companies while generating strong risk adjusted performance in our portfolios.
We focus on long-term and consistent results, not short term performance. We manage a variety of investment accounts from registered plans like RRSPs, RRIFs, RESPs and TFSAs to taxable accounts for individuals and corporations. We also do a great deal of work for non-profit organizations that share our values. We foster meaningful client relationships that allow us to provide truly personalized wealth management solutions.
At BlueSky Investment Counsel, we are part of a small group of investment firms in Canada with a fiduciary duty to our clients to act with care, honesty and good faith. BlueSky Investment Counsel is a member of the Ombudsman for Banking Services and Investments (OBSI) and is regulated by the Ontario Securities Commission (OSC).
BlueSky Investment Counsel has partnered with Aviso and National Bank as a primary providers for best in class service when it comes to safeguarding client assets.
Clients accounts are protected by the CIPF (Canadian Investor Protection Fund) and are accessible 24/7 through an online portal.
Aviso serves credit unions, wealth management and insurance companies, introducing brokers, portfolio managers, and individual investors across Canada. For our partners, we offer a robust, comprehensive and customizable suite of wealth management, investing and insurance solutions to help you deepen your client relationships and grow your business.
Aviso Wealth is owned 50% by Desjardins Group, and 50% by a partnership comprising the five provincial Credit Union Centrals and the CUMIS Group.
Together with its subsidiaries, National Bank of Canada forms one of the country’s leading financial groups.
National Bank of Canada has been providing financial services to individuals, corporations and governments since 1859, making it one of Canada’s oldest financial institutions.
It has consistently maintained solid financial results and a strong, steady performance, and its securities are listed on the Toronto Stock Exchange (TSX: NA).
It has over 23,000 employees and was recognized in 2018 as one of Canada’s top-rated workplaces (# 14 on the Indeed.ca list).
National Bank of Canada is an ambitious, well-rounded and forward-looking Canadian corporation.