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Financial Advisor · Whitby, Ontario
Financial Advisor for HNW families and executives in Whitby
Fiduciary, integrated planning, and portfolio management tailored to Whitby.
- Fiduciary, independent counsel
- HNW families · executives · business owners · physicians
- Tax-smart portfolios with downside risk controls
What we deliver
- Comprehensive planning: cash flow, retirement, insurance coordination
- Tax-aware portfolio design with downside risk controls
- Executive compensation, options/RSUs, concentrated position strategies
- Estate and trust coordination with your external advisors
Why BlueSky for Whitby
- Independent, fee-only counsel with PM registration
- Institutional-grade risk management and manager selection
- Direct access to your portfolio manager (no call centers)
- Clear reporting and proactive communication
Typical outcomes
- Aligned plan that integrates tax, investments, and estate
- Reduced portfolio volatility with smarter risk controls
- Confidence in retirement cash flows and funding goals
Plan with confidence in Whitby
Let’s build a tax-efficient, risk-managed plan that aligns with your family, practice, or business.
FAQs
Do you have investment minimums?
We focus on HNW households; typical minimum is low-to-mid six figures, but we prioritize fit and complexity.
How do you charge?
Transparent, asset-based fee. No commissions. We sit on your side of the table.
Do you coordinate with my tax and legal advisors?
Yes. We integrate with your accountant and lawyer to align tax, estate, and investment decisions.