Personalized support
Our team is made up of highly qualified investment professionals who will provide you with outstanding service and advice in meeting your financial goals.
We leverage the expertise of our partners to ensure our clients get the best possible financial management advice.
Discover our company
Our purpose
Our objectives
We want to provide a comfortable, seamless and legendary client experience that delivers enhanced financial wellbeing. Our many years of experience allows us to handle any of your wealth achieving needs.
Our values
Managing client money demands integrity and honesty, which are the core values of our business. We can’t think of a better position than to be helping our clients to achieve and enjoy their retirement dreams.
What makes us stand out
As a Portfolio Manager, our team is providing Wealth Management services at their highest level. You can rely on us to provide you with:
- Personalized attention
- Simple, yet effective approach to investing
- Integrity
- Professionalism
- Transparency about the compensation we receive
Client Testimonials
"Brian Blair became our financial advisor in 1999. At the time we were moving to New York and Brian managed our retirement portfolios with another institution. Some years later, our accounts were transfered to National Bank along with Brian. Since then our accounts have grown steadily with some outstanding gains and our holdings outside our tax-sheltered accounts have become a major part of our investment strategy with both Canadian $ and US $ accounts now part of the mix. At our age, Brian is very conscious of our desire to avoid high risks and that time is not on our side to recover big losses.
Brian is more than our advisor; he has become a friend. We've all seen the heart-warming TV ads that tout advisory firms who go beyond the numbers and care about their clients aspirations. They should be featuring Brian. He is always interested in our lives, our triumphs, and our challenges and has a ready ear for the implications below the surface. And he's not stingy with his own stories.
"Every Christmas we get a note and a picture, describing the current happening involving his wife, three children, and family dog. We always chuckle because it seems that they all have Brian wrapped around their little fingers.
We are extremely greateful for your professionalism and care of our assets. We feel our funds are in good hands and we can focus our lives on enjoying our children, grandchildren, and retirement activities. Brian, YOU CANNOT RETIRE!"
Jim S & Esther, E
My husband and I first met Brian back in 2004. We were introduced to Brian through a common friend and we were immediately impressed by his warmth, expertise and dedication. We had a young family at that time and we were seeking guidance on how best to plan for our family’s future. From day one Brian took the time to understand our family’s needs and helped us to make decisions that would ensure our family’s financial security.
Brian has been a part of our family for 17 years now. Through home renovations, launching of new businesses, saving for post-secondary education.. and three family dogs, Brian has been there every step of the way. He has witnessed our children grow and flourish in their own careers (all of whom now look to Brian for guidance with their own financial planning) and most recently has helped to provide invaluable guidance and support during my husband’s passing. Brian has always gone far above and beyond for our family and we are so grateful for him and all that he continues to do for us.
Sherry McKenna
