Helping Toronto Families Protect, Grow, and Manage Their Wealth
Are you in Toronto and searching for an experienced, personalized wealth management firm? Do you need assistance simplifying complex finances and managing significant assets? At BlueSky Investment Counsel, our dedicated team specializes in providing thorough financial planning, disciplined investment strategies, and ongoing support—all with a personal touch that puts your needs first.
At BlueSky Investment Counsel, we take the time to understand your unique financial goals, lifestyle, and aspirations. Beyond creating a customized investment strategy tailored to your needs, we work with you to guide your financial future and secure your family’s legacy. We prioritize building strong, personal connections with each client, ensuring that you feel valued throughout the wealth management process.
Our approach is grounded in key principles: asset protection, income generation, and portfolio growth. These principles are tailored to your specific financial situation and continuously evolve as your needs change. We focus on understanding your financial objectives, risk tolerance, and long-term goals to create a well-diversified investment strategy that drives results. At BlueSky Investment Counsel, we’re committed to building lasting relationships with our Toronto clients, helping you achieve your financial milestones now and in the future.
Our ideal clients are families and households in Toronto with a minimum of $400,000 in liquid assets, including RRSPs, TFSAs, and investment accounts. This level of assets allows us to build a well-diversified portfolio and provide complimentary services such as financial planning, estate planning, and tax optimization.