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.
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.
Our business protection plan can give you peace of mind for your future
The Ultimate Savings Plan
Contact your advisor before changes take effect.
OUR TEAM
Geoff MacGillivray
President
Investment*/Insurance**
Branch Manager
Mississauga, Ontario
Cathy Falzetta
Insurance*
Mortgage Specialist****
#18001486
Thunder Bay, Ontario
Tony Sgambelluri
Vice President
Investment*/Insurance**
Group Benefits Specialist
Thunder Bay, Ontario
Corey Boyne
Investment*/Insurance**
Port Coquitlam,
British Columbia
Gary David
Investment*/Insurance**
Surrey,
British Columbia
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Jay Tysoski
Insurance*
Mortgage Specialist****
#M20000994
Thunder Bay, Ontario
Daniella Rusyn
Insurance**
Thunder Bay, Ontario
Melissa basco
Insurance**
Maple Ridge, British Columbia
Jason Brown
Tax Professional***
Thunder Bay, Ontario
Uzair M. Awan
Investment*/Insurance**
Mortgage Specialist*****
Regina, Sasketchewan
Katelin McNeil
Investment*
Edmonton, Alberta
Sharla Heighton Insurance**
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 through Mortgage Connection
*****Tax services provided through Fortax Corp.
******Mortgage provided through Atlas Mortgage Group
