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Providing financial solutions to maximize your wealth, minimize your taxes and protect your future. Maximizing income and minimizing your tax burden help to sustain your desired lifestyle, build an estate and create a legacy.

Protecting your future helps in the event you die too soon, live too long or become sick, disabled or have an accident. Utilizing risk management methods including portfolio asset allocation strategies creates greater piece of mind and financial security.

Twice a year Blair offers complimentary presentations on the topics of Tax, Investment and Estate Planning — for clients and potential clients.

Education and communication are the basis of quality planning — quality planning is the source of realizing extraordinary results.


  • After the sudden death of my dear husband, Blair provided valuable information and guidance to improve Investment Returns and Estate Protection. His honesty and sincerity is appreciated.

    Katherine K.


Don't just work for
your money...

Explore and discover your options and learn how to make your money work for you!

  • Location

    120 King St. West, Suite 210

    Hamilton, Ontario L8P 4V2

  • Contact Info

    Tel: (905) 570-1200   Ext. 228

    Fax: (905) 570-1270

  • Working Hours

    Mon-Fri: 9:00-5:00 PM