At BlueSky Investment Counsel, we recognize that every financial journey is different, especially in Oakville’s thriving community. Our goal is to deliver customized financial planning services that address your unique goals, challenges, and opportunities. Whether you’re planning for retirement, seeking investment advice, or managing family wealth, our expert financial advisors in Oakville will collaborate with you to create a plan that’s designed around your life. We are committed to helping individuals, families, and business owners in Oakville build wealth and achieve long-term financial success.
BlueSky Investment Counsel offers a broad range of financial services designed to meet the needs of Oakville’s residents. From estate planning and tax strategies to wealth management, retirement planning, and business succession, our experienced team provides the guidance you need to navigate every financial stage with confidence.
Secure your financial future with BlueSky Investment Counsel, your trusted financial advisor in Oakville. Contact us today to schedule a consultation and experience our personalized service, local expertise, and comprehensive financial solutions tailored to Oakville’s unique community.
This step requires for the client redefine their relationship with money and see it as a tool instead of just accumulating as much money as possible without knowing how to properly use it to reach their objectives. The objectives could be any of the following or a combination thereof:
1. reaching lifestyle goals at retirement
2. insuring children’s future by saving for their education or leaving them a nest egg
3. and, or paying off existing debt.
From your current expenses, to your savings, debt level, home values etc… we work with you to get all the relevant information to generate a Net worth Statement reflecting an accurate picture of your current financial situation.
At this point we rank your goals by degree of importance, we then match them with your various assets today and in the future to make sure your most important goals are achieved first. This will also include the level of risk to take in your investments, set up a realistic expected rate of return and drive your investment strategy.
At any material event in your life, income or assets values which could be for instance an unexpected inheritance, a marriage or a new job. We review how this affects your goals and if we are still on track and what needs to be done to make sure we are on track.