Grow Your Wealth Confidently
Investing Can be Frustrating
Can you relate to this?
- You’re unclear about the fees you’re paying and worry you might be overcharged.
- You don’t trust advisors to give truly unbiased advice.
- You feel bombarded by market noise and conflicting investment advice.
- You’ve missed opportunities because you didn’t know where or when to invest.
- You’re unsure how to minimize taxes on your investments.
- If you’re a business owner, deciding whether to invest through your corporation or personally is difficult.
Many others face these issues:
As a CFA Charterholder, I’ve helped many Canadians cut through the confusion and find clarity in their investments.
Think of your investments and a good financial plan as two wings of a plane; you need both to function well together to reach your retirement destination.
At Blueprint, we do things differently. We don’t sell investment products or push hidden agendas. Instead, we first analyze your portfolio and uncover any hidden fees.
We then work with trusted investment partners to find options that suit your goals. Together, we’ll review the details, and you choose what works for you while we align your financial plan to complement your investments.
Focus Your Choices
We narrow down the sea of investment choices to the top 2-4 that align with your needs, saving you time and stress.
Take the Mystery Out of Fees
We help you uncover hidden fees, simplify your costs, and find options that often save you more while aligning with your goals.
Achieve the Right Balance
Understand your risk tolerance and what returns are realistic, so you can invest with clarity and confidence.
How Our Process Works
Step 1: Book a Free Consultation
Schedule a 30-minute Zoom meeting with us. We start by understanding your current investments, analyzing the fees you’re paying, and assessing your risk tolerance and investment goals. This meeting helps us get a clear picture of where you are now and what you want to achieve. You can start by booking your free consultation here.
Step 2: Present Your Investment Options
Next, we present investment strategies that align with your goals. These might include modifying your current approach, partnering with one of our trusted portfolio managers, or even pursuing a do-it-yourself investing path. Whatever best suits your preferences and needs.
Step 3: Ongoing Support
If you have purchased one of our financial planning Blueprints, our financial planners will collaborate closely with your portfolio managers to ensure everything is aligned with your goals. Even if you decide not to purchase a Blueprint, we’ll support you in understanding and working with one of our investment partners to help you succeed.
Our Packages and Pricing
Frequently Asked Questions (FAQs)
No, it is not mandatory to have a financial plan from us to engage our investment management services. However, we highly recommend having a comprehensive financial plan in place.
This allows for better coordination between your financial goals and investment strategy, resulting in a more tailored and effective management of your assets.
Our approach is independent and client-focused. We collaborate with a network of trusted portfolio managers across Canada but aren’t tied to any one provider. This means we choose the investment options we believe are best for you, not based on commissions or incentives.
Unlike many firms, our individual planners are not directly paid for investment products, ensuring our advice remains unbiased and transparent. Your investment strategy is expertly managed and seamlessly integrated with your broader financial plan. Plus, our competitive fee structure makes high-quality investment services accessible to more Canadians.
We partner with portfolio managers based on stringent criteria, including their track record, investment philosophy, and client service excellence. Our rigorous selection process ensures that only the most capable and trustworthy professionals manage your investments.
Then we pick 2 or 3 portfolio managers that we deem well suited for your situation, and you can interview and pick the one you feel best about.
Absolutely. Client satisfaction is paramount at Blueprint. If at any time you feel that your current portfolio manager is not meeting your expectations, we will facilitate a review and, if necessary, transition you to another manager who better fits your needs.
Our portfolio insights service is free. Investment management fees typically range from 0.5% to 1.4%, depending on a few factors.
For example, fees closer to 0.5% apply to larger portfolios with traditional management needs, while higher fees, around 1.4%, are more common for specialized investments like private equity.
Thanks to our strategic partnerships with portfolio managers, our fees are often lower than those charged by traditional providers.
The exact fee structure will depend on the complexity of your portfolio, your specific needs, and the portfolio manager you select.
We emphasize full fee transparency and ensure you clearly understand all costs before moving any investments.
Planners are not directly paid for investments to maintain unbiased. We get a referral or planning fee if it’s an ongoing relationship, but it’s paid to the company, not the planner.
The fees are used to fund operations and overhead. We are primarily a financial planning company, and we view investment integration as a nice add-on for our clients.