Grow Your Wealth Confidently
How it Works: Blueprint connects you with credentialed financial planners (CFP, CPA) and licensed portfolio managers who deliver the investment services described here.
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:
We help Canadians cut through the confusion of investing by connecting them with licensed portfolio managers.
Think of your investments and a good financial plan as two wings of a plane: you need both working together to reach your retirement destination.
At Blueprint, we do things differently. We don’t sell products or push agendas, and we’re not paid to steer you anywhere.
We connect you with licensed portfolio managers suited to your goals, and your planner helps keep your financial plan and your investments aligned. You review the options and choose what works for you.
Focus Your Choices
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
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 Discovery Call
Schedule a 30-minute Zoom meeting with us. We start by understanding your current investments and goals to point you to the right portfolio manager. 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 discovery call here.
Step 2: Present Your Investment Options
Next, we connect you with licensed portfolio managers (or a do-it-yourself path) that suit your goals. Whatever best suits your preferences and needs.
Step 3: Ongoing Support
If you have purchased one of our financial planning Blueprints, your financial planner 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. You don’t need a financial plan with us to be connected with a licensed portfolio manager. That said, we recommend having a financial plan in place, since it helps your planner and portfolio manager coordinate your goals and investment strategy for a more tailored result.
We’re independent. We work with a network of licensed portfolio managers across Canada and aren’t tied to any one provider, so we can connect you with managers that fit your situation, not ones that pay us commissions.
Our planners aren’t paid for selling investment products, which keeps the guidance unbiased. The portfolio managers we connect you with handle the actual management, integrated with your broader financial plan.
We vet portfolio managers on stringent criteria, including track record, investment philosophy, and client service. From that network we’ll introduce you to two or three managers we think suit your situation, and you interview them and choose the one you’re most comfortable with.
Yes. If at any point your portfolio manager isn’t meeting your expectations, we’ll help you review your options and connect you with another manager who’s a better fit.
Blueprint isn’t paid anything for investment connections. There are no commissions and no fees tied to your investments. When we connect you with a licensed portfolio manager, you engage and pay them directly.
