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Who is Blueprint?
We're the first
Blueprint Financial Service was founded in 2004. We recognized that the
tax advisor is the most qualified professional to help clients achieve
financial success. Blueprint paved the way for tax professionals to enter
into the financial planning arena.
We're the biggest
Today, we help more tax professionals implement investments for their
clients than all of our competitors combined. More than 35 tax
professionals are affiliated with Blueprint, helping more than 8,000 individuals, families and small
businesses in all over Canada.
We're the best
Our turnkey training and marketing programs developed over the past two
decades offer tax professionals the necessary guidance to enter into the
financial services arena, develop your skills and knowledge, and help you
provide your clients with the comprehensive financial planning solutions
they seek from a trusted, ethical, and highly educated Advisor like
yourself.
We're Independent
Blueprint offers a wide range of non-proprietary commission- and fee-based
client solutions. Our Advisors are provided with extensive marketing,
planning and technical support, a comprehensive, non-proprietary selection
of financial solutions, highly trained customer service and operational
support to ensure efficient transactions, and a vast array of integrated
web-based tools and technology. In addition, Blueprint offers one of the
most attractive compensation packages in the country.
We Understand the Tax Professional
All of our programs focus around the way you – the tax professional – do
business. We realize the importance of your tax-client base, and the
confidence your clients place in you to guide them. Other firms have tried
to duplicate our model, but with little success.
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