• 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.

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
Thunder Bay, Ontario
Michael Fortin
Investment*/Insurance**
Tax Professional***** i.B.A,
LL.M Tax Law
Tony Sgambelluri
Investment*/Insurance**
Group Benefits Specialist
Thunder Bay, Ontario
Chemayne D'Souza
Investment*/Insurance**
Scarborough, Ontario
Cathy Falzetta
Insurance**
Mortgage Specialist****
#10530
Thunder Bay, 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 Alliance

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

Contact one of our branches.

HEAD OFFICE 

208-73 N. Cumberland Street

Thunder Bay, Ontario

P7A 4L8

Phone:  (807)286-5341

Fax:  (807)286-5342

Email:  geoff@blueharbourfinancial.com

Open Monday to Friday

By appointment only Saturday and Sunday

BRITISH COLUMBIA ​

3172 Golden Link Crescent

Vancouver, British Columbia

V5S 4M3

Phone:  (604)437-3600

Fax:  (778)371-9078

Cell:  (604)782-4334

Email:  wayne.canary@cartewm.com

ONTARIO

Fortax Corp.

2 St. Clair Ave. West, 18th Floor

Toronto, Ontario

M4V 1L5

Phone:  (416)220-6428

Email:  michael.fortin@cartewm.com

Copyright 2019 © Blue Harbour Financial Inc.