We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Our team is here to help you build and protect your savings regardless of where you’re starting. We work with you to navigate market risks so you can feel confident while making decisions about your finances. Are you ready to start working towards your ideal future?
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At Blue Whale Financial Solutions, we’re big thinkers! Our passion is helping businesses, professionals, individuals and families just like you achieve their dreams.
Progressive strategies are at the forefront of our business. We’re always learning, researching and adapting so we can guide you with the depth you deserve.
When you work with us, you get more than financial advice. You get a team behind you, cheering for your success.
We don’t know what the future holds. That’s why a plan to protect your business and employees is so important. We provide an extensive range of products and services to help set your business up for success. Because every business is unique, we tailor each aspect of your plan specifically to your need.
A comfortable future requires planning. But it doesn’t mean you can’t enjoy yourself in the meantime. When you work with us, we help you reach your ideal future in a realistic and sustainable way. We prepare you for financial risks and help you make decisions with confidence.
Growing and protecting the income you and your family depend on is not always easy. But with a dedicated team by your side, it’s possible. Whether it’s through life insurance, health insurance or an investment strategy, we help you build lifetime financial security.
Meet Sun Life advisor and Blue Whale founder and CEO, Joe Moffat, who’s entrepreneurial spirit ignited at a young age.
Life took an unexpected turn for Joe when his father passed away. Suddenly, the family’s sole source of income needed to adjust. Joe took this as a learning opportunity and created his own lawn mowing business to help provide for his family.
At the end of each day, Joe and his friends who helped would indulge in their favourite blue whale candies. These candies quickly became a symbol of a job well done. The inception of the Blue Whale name eventually came from looking back to those times.
Fast forward over 2 decades and not much has changed in the fundamentals of Joe’s wealth creation and management philosophy. Of course, there are different goals and larger gains than a bag of candies, but the principles remain the same. It’s clear to Joe that commitment, sacrifice, hard work and generosity in the pursuit of one’s goals can pay off. Like sharing his hard-earned blue whale candies, Joe’s dedicated to sharing his expertise with Clients and his team.
How will your story begin?
"We’ve worked with Blue Whale on both insurance and investments! Couldn’t imagine working with anyone else now."
- Charmaine
"Great team that delivers every time! Always the start of something big when it comes to this team!"
- Melanie
“Love the team at Blue Whale. They are a great group of people"
- Betty
There’s no one-size-fits-all approach when it comes to creating, managing and protecting wealth. That’s why we get to know your story first.
We consider your goals, current position and what you value, then take a holistic approach to customize your financial roadmap.
We believe each stage in life, including the milestones and the unexpected changes, presents the opportunity to start something big. As we uncover these opportunities, we provide advice to help lead you to a stable and secure future.
