With a passion for helping people and solving problems, Blaine has more than 30 years of experience in meeting the complex financial needs of affluent families and institutions in the Kelowna and Vancouver areas. He’s proud to help retirees, professionals, business owners, executives and their families simplify and enjoy their wealth.
An enthusiastic wealth planner as much as a Portfolio Manager, Blaine constructs and manages resilient investment portfolios and keeps clients closely informed about their performance, while always keeping their longer-term, big-picture wealth and estate plans in mind. By including the whole family in wealth planning, he helps preserve wealth across multiple generations. Clients appreciate his unique combination of experience, sophistication and traditional values. Blaine also takes pride in maintaining a very select roster of clients, in order to provide a highly customized service experience.
As a Portfolio Manager, Blaine is qualified to offer discretionary portfolio management. This select service enables him to manage the day-to-day details of clients’ investments and take advantage of opportunities quickly and efficiently, while freeing up valuable time and energy for clients. Blaine also creates an Investment Policy Statement in collaboration with clients – a customized document that sets down your goals, risk tolerance, time horizon, preferences and interests. Using these unique parameters as a roadmap, he takes care of day-to-day buying, selling, research and wealth planning to help you focus on what matters most.
