Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
As one of the leading investment advisor teams at RBC Dominion Securities, we’ve never lost sight of what’s important: being there for our clients – always. We pride ourselves on being approachable, no matter your financial concern or opportunity, providing passionate and expert advice in all aspects of wealth management, and remaining dedicated to helping you achieve your goals, now and in the future.
Associate Advisor & Financial Planner
Hyper-efficient, extremely organized, and detailed-oriented – Blaire’s professional attributes are simply a means to an end of delivering an exceptional wealth management experience to clients. Often the first point of contact, Blaire enjoys forming lasting relationships that help educate, inform, and instill confidence in our clients and the financial decisions they make for their futures.
Blaire joined RBC upon completion of her Bachelor of Commerce degree in finance and marketing. Beginning her career in the operations service centre in 2004, she found her niche in finance when she made the transition to wealth management at RBC Dominion Securities, joining the Lakeshore Advisory Group as an associate advisor and financial planner in 2007. She is also a licensed financial planner, having earned the Personal Financial Planner (PFP) designation from the Canadian Securities Institute.
From account administration and trade execution to portfolio modelling, Blaire takes an empathetic and results-oriented approach perfectly tailored to help build and protect our clients’ wealth. And in recognition of her willingness to go above and beyond her required duties to make a difference in the lives of her clients, Blaire was awarded the RBC Award of Excellence. Plus, with her avid commitment to education, taking many industry courses to sharpen her skills, she looks forward to continuing to uncover the best and most up-to-date solutions for any and every complex client need.
The first step to uncovering your dream – and organizing your finances to help accomplish it – is a simple conversation.
Email: firstname.lastname@example.org Phone: 905-469-7016
Please complete the following form if you would like us to contact you. Required fields are marked with an "*".
This is a required field.
Provided email is formatted incorrectly. Please enter a valid email address
The sum of the numbers is incorrect.
Bill is always available to talk and set up scheduled bi-annual meetings without question. Our meetings are never rushed and his team takes a very proactive approach to my family’s financial needs by informing us of new programs and other value-added services. I highly recommend Bill and his team. I truly believe they care about each and every one of their clients.
– Mark S., entrepreneur & business owner
Let’s talk through the details and create a plan to bring it to life.