Professional portfolio management.
Private investment management services to build, manage, and protect your wealth.
Bluenose offers discretionary portfolio management services to private clients. We work with each of our clients to develop and implement a personalized investment strategy that is designed to meet their financial goals. We work with clients across Canada from our office located in Kelowna, BC.
Who We Work With
We support private clients - including individuals, families, and business owners—to create personalized investment plans for every stage of life.
Why Choose Bluenose?
Independent, experienced portfolio management that provides confidence and peace of mind.
Meet Nigel Roberts
A trusted professional combining expertise and a personal approach to managing your portfolio.
