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COVID-19 Protocol

The COVID 19 pandemic is understandably top of mind for everyone. Close behind, for many people, is the related market volatility and its effects on their personal financial plans.  We want to be respectful of both concerns for our clients and have developed the following protocol for our office:

The BlueSky team is working remotely from our homes to fulfill our obligations for the COVID-19 protocol.We are happy to have a conversation with you at any time over telephone, video conference or email. To protect all of our clients as well as the staff here at the office, we are trying to limit the face-to-face meetings as much as possible to ensure we are doing our part to limit the spread of the virus.

  • If you would like to talk about your financial plan, the markets, your portfolio etc., please let us know. We are here for you and are available to discuss your situation.

  • We will adhere to our service agreement with you and continue to schedule meetings to review your financial plan. Again, based on your preference, we will arrange a telephone meeting, online video conference or defer to a later date.

  • If you know someone who has not had any contact with their Financial Advisor or is seeking financial advice, please let us know and we can contact them. It is important everyone has the opportunity to receive professional financial advice during these extraordinary times.

We will be open during regular business hours at this time, although all staff will be working from home.

Please do not hesitate to contact us by any means necessary with questions that you may have.

Look after yourself and stay healthy.

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