• Facebook Social Icon
Providing financial solutions for you and your family!
We match your needs with the right company and product to properly protect your family and help you reach your savings goals!

The Interactive Retirement Expert

Get a personalized retirement options in under 4 minutes.

retirement.png

OUR TRUSTED FINANCIAL PARTNERS

Blue Harbour Financial has an extensive & trustworthy network of partners, including most major life insurance and mutual fund companies in Canada, in order to meet our clients’ insurance* and investment** needs.

Business Protection Plan

As a business owner, we know that any unexpected life crisis can pull you away from your company, but it must be ‘business as usual’ and overhead expenses continue.

business protection plan.png

Our business protection plan can give you peace of mind for your future

The Ultimate Savings Plan

Contact your advisor before changes take effect.

money back.png

OUR TEAM

geoff pic.jpg
Geoff MacGillivray
President 
Investment*/Insurance**
Branch Manager
Mississauga, Ontario
Screen Shot 2020-01-08 at 9.58.04 AM.png
Jay Tysoski_Headshots_Final (1) copy.png
Michael Fortin
Investment*/Insurance**
Tax Professional***** i.B.A,
LL.M Tax Law
Toronto, Ontario
Jay Tysoski
Insurance*
Mortgage Specialist****
#M20000994
Thunder Bay, Ontario
tony pic.jpg
Tony Sgambelluri
Investment*/Insurance**
Group Benefits Specialist
Thunder Bay, Ontario
Cathy Falzetta
Insurance*
Mortgage Specialist*****
#18001486
Thunder Bay, Ontario
cheymane.jpg
Chemayne D'Souza
Investment*/Insurance**
Scarborough, Ontario
Jason Brown
Tax Professional***
Thunder Bay, Ontario

Mutual Fund Disclosure:

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 
Insurance Disclosure:

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract. 
*Insurance products and services provided through Carte Risk Management Inc., Carte Financial Services Inc., Custom Benefits Inc., Financial Horizons, and Great West Life. 
**Mutual funds provided through Carte Wealth Management Inc.

***Tax services provided on a referral basis to Zoom Tax

****Mortgage provided on a referral basis to Mortgage Connection

*****Tax services provided through Fortax Corp.

****Mortgage provided on a referral basis to Dominion Lending