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

STARTING OUT

Finishing school and entering the workforce is both an exciting and daunting transition in life. The prospect of acquiring your first home, vehicle, and credit cards can be exhilarating, but it’s crucial not to forget about paying back student loans, saving, investing, and securing adequate insurance. Understanding how to prioritize your responsibilities is key to getting a good head start. A Carte advisor will be there for you holding your hand through these financial opportunities and obligations.

 

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER

  1. Should I set up a monthly budget?

  2. Do I need overdraft protection?

  3. What do I need to know about credit cards?

  4. How should I repay my student loan?

  5. Should I open an RRSP?

  6. Is it better to purchase or lease a car?

  7. Should I buy or rent a home?

  8. Do I need life insurance?