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Blue Tree Investments are ready to get your finances organized. It doesn't matter if you've got $100k in an RRSP or $5m in a diversified stock portfolio, we are ready and capable to take over your entire asset management plan. With over 20 years of combined experience managing all sorts of financial investments, we can provide you with the solution you need.
Read More…Philosophy
Our investment philosophy revolves around a core of solid, dependable assets with regular portfolio rebalancing on a quarterly basis. Trying to chase the market is a job best suited for gamblers, whereas we are long term investors. You can rely on us for your entire investment lifetime.
Read More…Newsroom
June 6, 2013 -- The Cash Store Financial (CSFS) has picked up a set of class action investor lawsuits in Ontario and Alberta due to alleged violations of securities laws, in addition to its recent troubles with ASIC in Australia over allegedly offering improper loans to customers who could not afford them.
Read More....Services
We offer financial statement analysis, asset selection, individual stock selection, plan implementation and ongoing investment monitoring. Our diversification strategies incorporate the latest in Modern Portfolio Theory to ensure maximum return for your acceptable risk threshold.
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