Blue Ocean Wealth Strategists: Clients of Financial Advisors

The task of setting up an estate plan, a wealth management plan or a wealth transfer plan can be daunting and you may not know where to start. At Blue Ocean Wealth Strategists Inc. we work as part of a specialized team, making the process just that much easier for you. It all starts with your personal Financial Advisor.

Our firm provides support, strategy and solutions to your Financial Advisor in service of you. As part of a team we also liaise with your other professional advisors - your CA and trust and estate lawyer - working directly with them, expanding your goals and objectives and participating in the development of tailored solutions. Successful planning needs to be integrated with the crucial implementation phase of selecting and positioning the necessary financial products, complementary structural solutions and legal documentation.

The key to the success of your plan and its implementation is having all your advisors work as part of a team with you at the center.

Depending on the complexity of your personal situation, and with our help your advisor can offer you a complete continuum of specialized planning research as well as personalized case consultation services that can address the following areas:

As a personal client of a Financial Advisor, you have placed your trust in them. We aim to assist your advisor where they work - enhancing, protecting and transferring your wealth efficiently.

Blue Ocean Wealth Strategists Inc. and its principal/nominee hold agent licenses for Life, Accident and Sickness Insurance. We are compensated on independent client case consulting services directly by each client's own personal Financial Advisor. An engagement letter determines the terms of the services supplied and our remuneration may take the form of agent commission sharing, a percentage fee charged on assets under administration and/or a fee for services supplied. The terms of the engagement should always be discussed with your personal Financial Advisor.

Blue Ocean Wealth Strategists Inc. does not engage in specific securities advising or promotion or trading of securities or mutual funds, nor do we provide portfolio or investment management services. Please also note that while planning is performed by a CA designate, we do not provide Public Practice Chartered Accounting services. In this regard, Blue Ocean Wealth Strategists Inc. and its employees, agents and registered representatives do not provide specific legal, accounting or tax advice. All comments related to taxation are general in nature and in working with your support team it is important that you discuss the tax and legal implications of any planning with your own accountant and tax and legal advisors. We believe that following this process allows for an integrated approach, thereby increasing the likelihood of success in accomplishing your personal financial goals and objectives.