Services offered
Estate Planning Advisory
Bluestar’s estate planning advisory services help individuals and families structure their financial affairs to minimize taxes, protect assets, and ensure wealth is transferred efficiently to future generations. We collaborate with tax advisors, accountants, and legal counsel to align investment strategies, insurance planning, trust structures, and beneficiary designations. Our goal is to build a long-term estate strategy that reflects your goals and maintains flexibility as your life circumstances change. Whether you are updating an existing plan, planning for retirement, or preparing for intergenerational wealth transfer, our advisors provide clear guidance and practical solutions.
Financial Planning
We develop personalized financial plans built around your goals, current resources, and long-term strategy. Plans typically include retirement projections, income optimization, tax-efficient withdrawal strategies, insurance analysis, and annual updates as circumstances evolve. Bluestar’s financial planning services help clients understand their financial position, set long-term goals, and build strategies that match their risk tolerance and life priorities. We evaluate cash flow, debt, savings, investments, and retirement readiness while coordinating tax and insurance considerations. Our advisors design personalized plans that grow and protect wealth, adapt to life changes, and support major decisions such as home purchases, education funding, business planning, and retirement income strategies. Whether you are starting your financial journey or optimizing an established portfolio, we provide clarity, structure, and ongoing support.
Life Insurance Planning
Bluestar’s life insurance planning services help individuals and families protect their financial security and plan for the future. We assess your personal circumstances, income needs, debts, dependents, and long-term goals to recommend appropriate insurance solutions. Our advisors integrate term life, whole life, universal life, and critical illness coverage into broader wealth and estate strategies, ensuring liquidity for beneficiaries and minimizing financial disruption. We also review existing policies to identify gaps, inefficiencies, or opportunities to enhance protection. Whether you are planning for family needs, business continuity, or long-term wealth preservation, we provide clear guidance on selecting and structuring insurance coverage.
Portfolio Strategy & Reviews
Bluestar provides comprehensive portfolio strategy and review services to help clients build long-term wealth through structured and disciplined investing. We assess your financial goals, risk tolerance, and investment horizon, then design a portfolio that aligns with your objectives. Our team monitors performance, evaluates asset allocation, and recommends adjustments based on market conditions, personal milestones, or changing financial priorities. We help clients stay focused on long-term strategy while addressing short-term questions and opportunities. Whether you are growing your investments, preparing for retirement, or consolidating accounts, we provide clear guidance and ongoing support.
Alternative Investments
Bluestar’s family office has a long history of evaluating private businesses, real estate, and other alternative opportunities. Through our advisory services, we help clients understand how alternative assets may fit into their broader financial or estate plans. We provide general education on the characteristics of private-market investments, discuss considerations such as diversification, liquidity, and long-term planning, and share insights into how our family office approaches due diligence and asset evaluation. This service does not provide investment recommendations, product-specific details, or individualized advice. Instead, our role is to offer a high-level framework to help clients make informed discussions with their licensed financial advisors about whether alternative investments are appropriate for their personal circumstances.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us