Our services
What we do
Here’s how we can help you:
Financial Planning
Want some expert guidance to optimize your financial future? We’ll help you create a clear plan that covers retirement, taxes, estate, and insurance – all in one place.
Our expert team will work with you to build a strategy that fits your unique needs.
Take control of your finances and feel confident about your future.
Investment strategy
Your investments and a good financial plan are like two wings on a plane; you need both of them to function well together to achieve your goals.
That’s why we offer access to our professional investment management partners through our nationwide partnerships. We tailor our financial plans to work with your investments.
Christopher Liew, CFA
Founder of Blueprint Financial
Back in 2019, I launched a popular Canadian personal finance website and Youtube channel called Wealth Awesome. To my surprise, over 6 million visitors visited the two platforms.
I started noticing a common theme. Many people and business owners across Canada would ask me about how to save on taxes and strategies to plan their financial future.
That’s why I launched Blueprint Financial – I saw a huge gap between what Canadians need in terms of financial planning and what they are currently receiving.
I have since sold Wealth Awesome and am now fully focused on helping Canadian individuals and business owners optimize their retirement plans and reach their financial goals here at Blueprint.
Our Youtube Channel
Check out the Blueprint Financial YouTube channel for some great free finance content! Subscribe to the channel to get our regular updates.
What people say about us
As my business started growing, I got too busy with operations to spend a lot of time on the financial planning for my corporation. I got Chris to make me a plan with many different scenarios and we chose the best path forward together.
(Business Owner)
I just got a big promotion at work, so I figured it was time to think about retirement. I reached out to Chris and his team, and they really nailed it. They set me up with a plan that makes sense for now and later. It feels great to be prepared for retirement.
Susan M.
(Busy Professional)
Juggling two careers and our finances was getting overwhelming. We turned to Blueprint for some direction, and they really helped us get our financial goals and strategies sorted out. It’s been a total game-changer for planning our future together.
Robert and Jennifer H.
(Recently Married Couple)
Our promise
Why choose us
We are the ones that will guide you to the future.
EXPERT GUIDANCE
Think of us as the architects of your financial future. We’re here to draft the perfect blueprint for your finances.
Tailored advice, solid strategies, and a deep understanding of the financial landscape equip us to guide you through every decision, big or small. Let’s build your financial success together, brick by brick.
PERSONAL CONNECTION
When it comes to anything money-related, we believe it’s all about trust and relationships. That’s why we take the time to really get to know you and your aspirations. For us, it’s not just about numbers; it’s about helping you plot a course you feel great about every step of the way.