About Blue Whale Financial Solutions Inc.
Everything has a starting point. Anything, in its inception, may simply start with nothing. This is how the Blue Whale Financial Solutions story began...it started from nothing. At the young age of eleven years old, founder and CEO Joe Moffatt began his Blue Whale story. At that time, circumstances presented an opportunity for Joe to think and act creatively on how he could help his family’s current financial situation. He began a lawn mowing company and started hiring friends to help him when the work load got to be too much. Each week, after the pay day from local customers, he would stop at the confectionery store to purchase a bag of blue whale candies as a reward for his hard work. The remaining profits went into the family jar.
Financial planning does not have to eliminate the opportunity to indulge yourself or enjoy life. The idea is that you have to articulate and strategically plan how you can achieve your goals by examining and taking into account what you value most. For Joe, the blue whale candies were his personal reward for hard work, with the added joy of sharing his earnings with the people who had helped him along the way.
Now, the venture has changed but the ethics remain the same. Joe and his “Blue Whale Team” continue to engage in financial strategizing, wealth protection and creation ...just on a whole new level. The result is what they represent—a company and destination that will help you with your financial planning needs that is a reflection of vision, commitment, sacrifice, generosity and rewards.
Today, it is these foundations for sharing experiences and manifesting clients' own personal values within themselves that bring the Team the greatest satisfaction. Their goal is to not only offer sound financial solutions, and the security, protection and growth that will come with them, but to inspire strategies for attaining rewards as well. This is the start of something big.
How will your story begin?
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Blue Whale Financial Solutions' mission is to offer clients the most innovative and strategic approach to create, manage, and protect their financial goals.
From individuals and families to small businesses and corporate enterprise, our team of experienced and dedicated professionals will provide comprehensive solutions to help you create your "something big".
For Individuals
Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
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For Businesses
We provide financial solutions to large and small business owners. If your business needs insurance or investment products and services, we can provide solutions that will help protect your business and the people that work for you. Because every business is unique, plans can be tailored to suit your specific needs.
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How We Work
As your advisor, we are dedicated to providing you with practical solutions to your unique needs. We will work with you to help you get a clear picture of where you are now, and where you would like to be in the future.
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