Client Profile
We specialize in working with individuals and families who have a significant investment portfolio and require a level of expertise and attention that is not available in the mass market.
Our clients have a minimum family investment portfolio of $500,000. By concentrating our focus we are able to provide every client with the level of attention and expertise they deserve and require at a lower fee than is available with mass-market or retail funds.
Many of our clients have accumulated their wealth through savings and investment. Others have found themselves with a sudden lump sum from:
— • inheritance
— • selling a business, practice or property
— • retirement or severance package
Our clients are at various stages in the wealth cycle from accumulation and growth through preservation and distribution. Some examples of our clients include:
— • retirees who are concerned with protecting their capital while also requiring an income
— • stream to fund living expenses
— • individuals and couples in the later stages of their careers who want to structure and plan
— • their portfolio for retirement
— • successful professionals that are still actively working while they accumulate and grow
— • their portfolio
— • business owners that have recently sold a business
— • widows that require assistance in organizing their finances as they transition to their
— • new lives
We believe that the management of your investments should be guided by a plan and process that has been well thought out and can be implemented by a disciplined professional. Recognizing that each client has unique requirements, we provide individual investment solutions to balance often conflicting objectives.
We welcome the opportunity to share our philosophy and expertise with you and demonstrate how Bluenose can assist you in reaching your financial goals.
It starts with a conversation. Contact us to discuss how we can help achieve your financial goals.