Contact Us
Ready to take control of your financial future? Get in touch with Blue Spruce Technologies Corp. to schedule your complimentary consultation.
Get In Touch
Office Address
10235 145 Street
Surrey, British Columbia V3T 4V3
Canada
Phone
(917) 707-5109
Office Hours
Monday - Friday: 8:00 AM - 6:00 PM PST
Saturday: 9:00 AM - 2:00 PM PST
Sunday: By appointment only
Schedule a Consultation
What to Expect
Initial Consultation
Your first consultation is complimentary and typically lasts 60 minutes. We'll discuss your financial goals, current situation, and how we can help you achieve your objectives.
Financial Review
We'll conduct a comprehensive review of your current investments, insurance, estate planning, and tax situation to identify opportunities for improvement.
Customized Proposal
Based on our analysis, we'll present a customized investment strategy and service proposal tailored to your specific needs and goals.
Ongoing Partnership
If you choose to work with us, we'll implement your strategy and provide ongoing monitoring, reporting, and adjustments as needed.
Frequently Asked Questions
What is the minimum investment amount?
We work with clients across various investment levels. Our comprehensive wealth management services typically require a minimum of $250,000, while our portfolio management services start at $100,000.
How are your fees structured?
Our fees are transparent and typically based on a percentage of assets under management. We also offer hourly consultation rates for specific planning projects. All fees are discussed upfront during your consultation.
Do you work with clients outside British Columbia?
Yes, we serve clients across Canada and can accommodate virtual meetings for those unable to visit our Surrey office in person.
What credentials do your advisors have?
Our team includes certified financial planners (CFP), chartered financial analysts (CFA), and licensed investment advisors with extensive experience in the financial services industry.
How often will we meet?
We typically meet with clients quarterly for portfolio reviews, with additional meetings scheduled as needed for major life events or market developments.
Do you provide tax preparation services?
While we don't prepare tax returns, we work closely with qualified tax professionals and provide tax-efficient investment strategies and planning recommendations.
Visit Our Surrey Office
Our office is conveniently located in Surrey, British Columbia, with easy access from Vancouver, Burnaby, and the surrounding areas. We offer comfortable meeting spaces and complimentary parking for all client visits.
Getting to Our Office
We are located at 10235 145 Street in Surrey, easily accessible by car or public transit. Our office building features:
- Free parking for all clients
- Wheelchair accessible entrance
- Private meeting rooms for confidential discussions
- Close to major transit routes