When we first immigrated to Canada, we were fearful of investing in a new country. Then we met Zoe, who impressed us with her patience, commitment and dedication. She used her expertise to create a sound portfolio for us. One that we were comfortable with and that met our long term goals. We placed our trust and confidence in her commitment and dedication to make our dreams come true.
Voilà!!!! Now we have an enviable investment portfolio. All credit goes to Zoe, who communicates with us on a regular basis and provides us with sound and timely advice. She does not merely educate us, but helps us make informed decisions.
We are thoroughly enjoying the process and experience and have no regrets.
Her honesty, humour, and hard work makes her a pleasure to work with.
She is utterly reliable and always goes above and beyond
Cheers to Zoe and her team
We have been working with the Blair + Adrian team since 2015. Their team approach not only maximizes each members unique abilities but also extends to collaborating and partnering well with our accounting/tax and legal advisors.
They easily manage a multiple account portfolio, which includes corporations, a family trust, personal registered and non registered funds, all with a clear understanding of the investment goals as well as reporting and delivering on the goals. Accessibility of Scott, Zoe and Meghan for questions, investment advice and guidance results in an A rating for communication. I would highly recommend this team!
I had the pleasure of meeting Zoe Adrian and Scott Blair over 10 years ago. I was especially drawn to them, as they both were involved in their community, their generosity in giving back to their community, their ability to provide information and sensitive awareness to the changing dynamic landscape that we are all victims of.
I had prior experience with a Financial Advisor who was aligned with my financial institute, a bank that I had been a loyal customer to for over 20 years. My experience had left me somewhat underwhelmed. I was perpetually reaching out to them to discuss financial planning and to receive updates. There was little to no engagement or custom planning to meet my needs, nor help with the longer term aspect of retirement preparation.
Asking Zoe to take me on as a client was a very simple step, one that has made a significant difference to my quality of life. Although the market, economy and global considerations are well out of our control, I have been guided with current, common sense financial advice. Zoe checks in with me on a quarterly basis, and at any time in the interim that she feels or I feel that we may need to do some updates to my accounts.
I had been encouraged by Zoe to work beyond a retirement date that I had arbitrarily chosen, as she knew that I was still enjoying my career. By continuing to work full time, this would allow me to continue to build up my portfolio. Who would have known that only a month after my original plan to retire, that we were going to all be impacted by the global disruption of COVID-19, and the ongoing fallout. Thank goodness I was still gainfully employed when the world came to a halt.
Zoe, has always prioritized my interests, needs and long-term financial sustainability.
I am now four years into retirement. I keep abreast of current events; I am aware of the global volatility that we are all continuing to be victims of. I am able to maintain a positive outlook in regards to my ongoing retirement by not only living within my means but by relying on the advice from my financial advisor and in knowing that Zoe Adrian has my back.
I have been a client for many years. Zoe and Scott have been there to support me in every way.
Their knowledge of market trends and timely attention to detail are excellent; they are a trusted partner in my investment strategy.
Yet they have done so much more. They have been instrumental in navigating the complex world of investing for family members with unique needs, and are always mindful of the circumstances of one’s personal situation and how best to take into consideration one’s complete life picture.
And, in all of this, they have been an absolute pleasure to work with. Time together is always interesting and enjoyable. I remain a longstanding client of these trusted partners…
