Blue Whale Financial Solutions Inc., operating in the insurance and investment industry, is a holistic financial services firm offering wealth creation, protection and management strategies for families and businesses throughout Saskatchewan, Alberta and British Columbia. We have created a team of financial professionals to work collaboratively with each client. The focal point of the work is to provide simple but effective wealth management strategies for clients to implement.
The holistic approach employed by the Blue Whale Team benefits individuals by implementing creative tax and investment strategies while mitigating potential risks with an insurance solution. This same process helps business owners, and their staff, by developing business succession plans, money management strategies and designing employee benefit and retirement savings plans.
In this industry it is critical to keep focused on what your purpose truly is and remember why it is you do what you do! It is easy to get side-tracked or off course but with excellent leadership, guidance and support collectively, the team remains true to the vision that was created and to the values that have brought us together as one.
Blue Whale Financial makes it a priority to invest back in to the community and back in to the business. This way, we can continue to advise and guide an ever-growing number of people and lead them through their Blue Whale Story!