BLUERIDGE PRIVATE WEALTH

We have primary beliefs about investing for clients. These beliefs work together to provide a highly functioning investment strategy that clients have confidence in. We believe that volatility should be controlled, asset allocation is more important now than ever before and ultimately the investment solution must be suited to each client... Building relationships with families by helping them achieve their goals is the foundation of what we do for our clients... We work with high net worth individuals, families, business owners and corporations to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.

Primary location: Vancouver