Investment Management

Guiding Your Investments Toward Future Success

Managing Investments all Across Canada

Why Choose Us For Your Investments

At Blueprint Financial, we understand that managing your investments can be both time-consuming and stressful. That’s why we’ve partnered with a select group of skilled portfolio managers across Canada to bring you a seamless and stress-free investment management experience.

How it Works

  1. Coordinated Financial Planning: Our financial planners will work closely with your portfolio managers to ensure that every aspect of your financial plan is aligned with your long-term goals. This integrated approach ensures that your investments are not only well-managed but also strategically aligned with your retirement plans and business objectives.
  2. Stress-Free Investing: Let us take the worry out of managing your investments. Our team, in collaboration with top portfolio managers, will handle all the complexities of your investment strategy, allowing you to focus on what matters most in your life or business. With our expertise, you can enjoy peace of mind knowing that your financial future is in good hands.
  3. Cost-Effective Solutions: We believe that high-quality investment management shouldn’t come at a prohibitive cost. Our partnerships allow us to offer you fees that are usually at or lower than those of your current investment provider without compromising on the quality of service and management.
  4. How Your Portfolio Managers are Selected: Our choice of portfolio managers is guided by strict standards, focusing on their proven performance, investment strategies, and excellence in client service. We undertake a thorough vetting process to ensure that your investments are handled by the most skilled and reliable professionals. After narrowing down the field to two or three managers who match your specific needs, we offer you the opportunity to meet and select the manager with whom you feel most comfortable.

Schedule a free consultation to learn more

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, ensuring a more tailored and effective management of your assets.

Our unique approach involves a close collaboration between our financial planners and a network of excellent portfolio managers across Canada.

This ensures that your investment strategy is not only expertly managed but also seamlessly integrated with your broader financial objectives. Plus, our competitive fee structure makes our high-quality 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 fees are typically lower than those of traditional investment providers due to our strategic partnerships with portfolio managers.

The exact fee structure will depend on the complexity of your investment portfolio and specific needs, and it also differs slightly for each portfolio manager.

We strive for transparency in all our fee arrangements, and make sure that you understand and agree with all costs involved before moving over any investments.

Still have more questions?

Reach out to someone on our team, and we can help you out!