Chris Mathson

At Blue Mountain Financial Management, we are dedicated to providing our clients with personalized financial guidance and solutions to achieve their goals and realize their dreams. Our team of experts is committed to helping individuals and families protect their financial well-being and plan for a secure financial future. We understand that every individual has unique financial needs, and we take the time to understand your specific circumstances and goals to tailor our services to meet your unique situation.

Our Mission

Our mission is to provide our clients with tailored financial solutions that meet their specific needs and goals. We believe that financial freedom is not just about accumulating wealth, but also about creating a sense of security and confidence in one's ability to achieve their aspirations. We strive to build long-term relationships with our clients, working closely with them to understand their financial aspirations and develop a personalized plan to help them achieve their goals.

Our Services

We offer a range of financial services designed to help our clients achieve their goals and realize their dreams. Our services include:

Life Insurance

We understand that life insurance is not just about providing financial security for one's loved ones, but also about creating a sense of peace of mind. We offer a range of life insurance products that can provide tax-free income for your family or business, and can also be used as an investment and tax strategy.

Critical Illness Insurance

With the advances in medicine, more people are surviving serious illnesses. Critical illness insurance can provide a tax-free lump sum payment to you, the survivor. This can help alleviate financial stress and provide peace of mind during a challenging time.

Disability Insurance

Your ability to work and earn an income is your most valuable asset. Disability insurance can provide income replacement when an injury or illness prevents you from working.

Long-term Care Plan

Long-term care insurance is an affordable and wise investment to preserve one's life savings and provide tax advantages. This can ensure personal care when one is no longer able to care for themselves.

Request a Call Back

We invite you to learn more about our services and how we can help you achieve your financial goals. Simply fill out the form below to request a call back from one of our experienced financial advisors.

Contact Us

Phone: 647-930-3897

Phone: 705-770-0345

Email: info@bluemountainfinancial.ca

Location: Blue Mountain Financial Management