Senior Wealth Advisor
When I obtained an Engineering degree and moved on to teach math and physics to high school students in Vancouver, I had no idea that the skills I developed provided an ideal foundation for wealth management. The ability to analyze technical data and clearly communicate complex information transitioned with me as a valuable asset in this profession.
I strive to empower my clients to participate in achieving their financial goals. I love to work in partnership with them, enabling them to make informed decisions that are a good fit for their lives. My aim is to know the client, perhaps the most fascinating (and fulfilling) aspect of my work. My goal is to structure a sound financial plan that reflects the client’s unique needs and dreams for the future. My hope is that I can provide my client with the comfort and security of financial well-being in a rapidly changing world.
Personally, I’m happiest doing anything outdoors. That includes running with our dog, tennis, and flying. I love the challenge flying brings and the freedom of whizzing by the clouds. My other passion is food: eating, cooking, and reading recipes – yum! I enjoy travelling, especially back to my beautiful hometown of Vancouver to visit family and friends. Best of all, I get to share all of these with my husband and business partner, Scott Blair. What could be better?
Senior Wealth Advisor
For 20 years, I was a pension consultant operating in the institutional side of the financial business. As a retail structured product specialist, I initiated and managed several billion dollars of retail product sold through the investment dealers to consumers. I wasn’t positioned to see the direct benefit of my work with a person or family. I never saw a pension plan member or an individual investor. It was all remote, impersonal.
Now, as an investment advisor, I draw on my work experience and personal skills to deal directly with our clients. Developing a meaningful relationship with each client is very rewarding for me. Even more importantly, I can see the tangible result of my work and contributing to the success of that individual provides great satisfaction. The direct, practical connection between my work and the lives of my clients inspires me and is a source of joy in my life.
Outside of work, we live a busy life. My two passions are sailing and flying. Other keen interests are fishing, tennis, squash, and work. I love what I do. In addition, both Zoe and I are great supporters of TIFF (Toronto International Film Festival) and the Bloor Hot Docs Theatre. We feel very fortunate to live in Canada, where all these things are possible.
Associate Wealth Advisor
I started my career at one of Canada’s big-six chartered banks and learned about day-to-day finances, lending, and investments from the ground up. With over a decade of experience in the industry, I’ve developed the necessary knowledge base and administrative and client service skills to assist our clients with their financial questions. I enjoy helping our clients attain their financial goals.
I continue to grow my knowledge base and certifications. To improve on the financial plans our group currently offers our clients, I’m working towards the CERTIFIED FINANCIAL PLANNER® designation.
I like to spend time learning and discovering new things. I’m almost always involved in some form of study. Most recently, I’ve taken classes in bike repair, bachata, and beginner photography. When I have a spare moment, I enjoy attempting DIY home repair and reading books such as “How to Be Perfect” by Michael Shur.
After finishing at McGill University and wrapping up my football career, I worked as a proprietary trader for a small hedge fund in Montreal. I needed a change of pace, so like many English Quebecers, I moved to Toronto. Before coming to Blair + Adrian Wealth Advisory, I worked as a business development and marketing associate with one of the largest brokers in the country.
I have helped the Blair + Adrian Wealth Advisory team become more holistic by focusing on the insurance aspects of wealth management.
I continue to add value for our clients by growing my knowledge base and achieving designations. Most recently, I became a Registered Retirement Consultant (RRC) through the CIFP Retirement Institute.
I am no longer a newcomer to Toronto, but I still enjoy exploring the city and finding interesting restaurants and bars and love to putter around the city. I am a horrible squash player and an even worse golfer, but I still give both the old college try, maybe one day I’ll beat Scott at either. In my down time, I like to read books on sales, the stock market, history, or high fantasy such as “The Wheel of Time” by Robert Jordan.