Patient, research-driven wealth management for Canadian individuals and business owners — across public equities, private business investments, and long-term capital allocation.
Blue Streax Consulting is a Coquitlam-based investment and wealth advisory firm with a background spanning banking, business ownership, and investment management. Having built and run businesses directly, we bring an operator's perspective to every capital allocation decision.
We serve Canadian individuals and business owners who want an advisor genuinely aligned with their long-term interests — patient, research-driven, and focused on building real wealth over time.
"Buy wonderful businesses at fair prices and hold them for the long term."
Wealth is built through patient ownership of exceptional businesses — not through trading, speculation, or chasing short-term trends.
Our research process is bottom-up and fundamental. Every business is analyzed the way an acquirer would: understanding competitive moats, management quality, capital allocation track records, and normalized earnings power.
We apply the same discipline whether evaluating a publicly listed equity or a private business acquisition opportunity.
Every engagement is tailored and handled directly by our team — whether you are an individual building long-term wealth or a business owner deploying capital.
Comprehensive wealth advisory for Canadian individuals and families — investment strategy, asset allocation, goal-based financial planning, and long-term portfolio management.
Active management of equity portfolios using a value-oriented, fundamental approach. Concentrated positions in businesses trading below intrinsic value with durable competitive advantages.
Direct investment in and acquisition of private Canadian businesses. Patient capital deployed alongside operators who want a financially sophisticated partner at the table.
Equity research, DCF modelling, comparable analysis, and initiation reports on public and private businesses. Institutional-quality analysis for individual investors and family offices.
Independent valuation of private businesses for acquisition, succession planning, partnership structuring, or investment decisions — grounded in normalized earnings and intrinsic value.
Evaluating a business to acquire or invest in? Financial due diligence, quality of earnings analysis, risk assessment, and deal structuring advisory before you commit capital.
A no-obligation call to understand your financial situation, investment goals, time horizon, and what you are looking to achieve. No jargon, no sales pitch.
We review your current position and put together a clear, tailored proposal — scope, approach, fees, and expected outcomes. Transparent from the start.
Research, portfolio construction, ongoing monitoring, and decision-making — handled directly. Regular reporting and full visibility into every position and rationale.
Wealth management is a long-term relationship. We stay accessible, update you as situations evolve, and adjust strategy as your goals or market conditions change.
Whether you're looking to grow long-term wealth, evaluate a private business opportunity, or want a second opinion on your current investments — reach out. The first conversation is always free.