For the past four decades, Bluestone Financial has empowered Canadians—especially in the Niagara Region—with expert, personalized wealth strategies. Our boutique team of Financial Advisors and Certified Financial Planner® professionals guide clients toward long-term financial security and freedom.
Bluestone offers a comprehensive, five-step financial planning process backed by customized investment portfolios that generate sustainable income and support life goals. Our services include:
*Retirement income planning
*Tax-smart strategies
*Estate planning & legacy preservation
*Registered accounts (RRSP, RRIF, TFSA, RESP, RDSP, FHSA) and non-registered accounts
*Global, professionally managed investment portfolios utilizing ETFs, mutual funds, managed portfolios and private pools
Company Details
- Employees
- 3
- Founded
- 1985
- Address
- St Catharines, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bluestonefinancial.ca
- Keywords
- Financial Planning, Wealth Management, Investments, Tax Planning, Retirement Planning, Estate Planning, Financial Freedom, RRSP, TFSA, RESP, FHSA, RRIF, RDSP.
- HQ
- St Catharines
Bluestone Financial Questions
Bluestone Financial's website is bluestonefinancial.ca
Bluestone Financial's LinkedIn profile is https://ca.linkedin.com/company/bluestone-financial
Bluestone Financial has
3 employees.
View email and phone details for 3
employees at Bluestone Financial.
Bluestone Financial's industry is
Financial Services
Bluestone Financial's top competitors are
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Learnlux Financial Wellbeing,
Jwc Wealth Management.
Bluestone Financial's categories are Financial Services
Bluestone Financial's founding year is 1985
