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About BlueRidge

Building relationships with families by helping them achieve their goals is the foundation of what we do for our clients. 

Helping Our Clients Achieve Their Goals

Whether it is the possible sale of the family business, transitioning wealth to the next general market uncertainty, we aspire to bring a calming, balanced perspective to challenges clients are facing in order to find natural simplicity amongst all the complexity life can bring. We have helped many investors with different profiles and needs such as:

 

 

Liquidity Event

Experienced a liquidity event or received a financial lump sum (i.e. from selling a business, receiving an inheritance, or reaching a divorce settlement) design stage.

Retirement, Tax

Helping our clients with retirement, tax, and estate planning needs.

Discretionary Asset Mix

Looking for experienced discretionary asset mix management (i.e. family wealth coordination, foundations, non-profits, trusts)

Complex Finances

Seeking advice to find simplicity in managing complex financial affairs

Retirement

Helping our clients actively saving for retirement.

Investment Review

Asking for an investment review to enhance the investment portfolio.

Alternative Investments

Seeking alternative investments to diversify the portfolio in private debt and real-estate in order to reduce the volatility while achieving equity like returns

Our clients are an extension of our familes and we treat them accordingly.

Ali Rafiaei

BlueRidge Private Wealth – Harbourfront Wealth Management

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