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

ALBERTA

206 Pembina Road

Sherwood Park, Alberta,

T8H 0L8

Phone:  (587)785-9559

Fax:  (807)286-5342

Email:  ryley.hughes@cartewm.com

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

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER

  1. How will my investment requirements change during retirement?

  2. What is the best way to structure my retirement income so I don’t lose age benefits and credits?

  3. How can my spouse and I minimize taxes in retirement?

  4. My spouse and I both have sources of income, which should we use first?

  5. Does my provincial health plan cover me when I spend time in the U.S.?

  6. Should I be updating my Will?

  7. Should I be passing on assets to my family now, or should I do it through my Will?

  8. Should I consider a Reverse Mortgage?

  9. How can I reduce my financial risks due to health problems?

  10. What do I need to consider if I travel outside the country?

RETIRING

Transitioning into retirement will mean a change in your lifestyle and some of your life goals. A Carte advisor will be there side-by-side during this stage of your life.