What our clients say

 

About Us

Welcome to Blair & Associates. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

Learn more  

Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

Learn more  

Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

Learn more  

Latest Blog Posts

IG Wealth Management |
If you die without leaving a will, it could become a major headache for your family members and loved ones. With no will, the government will decide on who gets your money and assets, and every province and territory have their own distinct intestate rules regarding who will benefit from your estate.
IG Private Wealth Management |
And are you one of the 32,000 Canadians who’ll have to pay it? Many Canadians haven’t heard of the alternative minimum tax (AMT), which isn’t surprising when you discover that only a small percentage of Canadians typically pay AMT annually. The AMT came into the news recently when the federal government announced significant changes to it in the 2023 budget (which will come into effect in 2024). Let’s take a look at what the alternative minimum tax is, how it works, who it might affect and the impact of those changes.
IG Private Wealth Management |
Succession planning requires identifying and developing potential leaders within your organization who can step into critical roles when current leaders leave, retire, or otherwise can't perform their duties. Here are some reasons why it's vital.

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Blair & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning*

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being. (*Offered through Investors Group Securities Inc.)

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Meet Our Team

 Since working with Blair & Associates Private Wealth Management, I have had the distinct pleasure of working closely with David Scott, who is my financial advisor. David has been extremely attentive and has made me feel that my investments are in the very best hands. We meet on a very regular basis and he has done a very thorough job of explaining my options to me and educating me on what Blair & Associates has to offer. I honestly feel like David is part of my family and I have absolutely no hesitation on recommending him to everyone I know. 

Diane H.

Read more

Videos

Q2 market review: Optimism lifts markets

IG’s Chief Investment Strategist, Philip Petursson, discusses equities’ surprisingly decent performance in Q2, along with persistently sticky inflation and interest rate hikes. He also shares why he’s feeling cautiously optimistic for the remainder of the year.

Q1 market review: a strong start to the year

IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.