{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/?page_id=6"},"modified":"2026-01-30T17:06:28","modified_gmt":"2026-01-30T17:06:28","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Blair\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Blair + Adrian Wealth Advisory<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Blair + Adrian Wealth Advisory is a boutique investment team with the principal objective of assisting clients with maximizing their financial health and achieving financial peace of mind. Formed in 2010 by Scott Blair and Zoe Adrian, it is based on their shared vision of providing services individually tailored to each client\u2019s circumstances and wishes with competency, honesty, and transparency in a respectful and comfortable environment.<\/p>

Our services include meeting with you personally to obtain information regarding your current financial details, financial and lifestyle goals, and unique personal circumstances. Following our careful consideration of each of these important aspects of your financial life, we prepare suggestions for asset allocations and investment strategies tailored to you. We then discuss our recommendations with you, answer any questions you may have, and obtain your instructions for your investment portfolio. We offer the full suite of investment products, from individual securities and exchange-traded funds to mutual funds and insurance solutions. We typically work for our clients on a fee-based arrangement.<\/p>

We provide you with our monthly newsletter, quarterly portfolio checkups, annual in-person reviews, and answer further questions or concerns by phone or online when needed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Forward-Thinking Solutions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Platinum Private Portfolios<\/strong><\/p>

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advice + Managed Platform<\/strong><\/p>

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Traditional Brokerage<\/strong><\/p>

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Testimonials<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tWhen 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.\n

\nVoil\u00e0!!!! 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.\n

\nWe are thoroughly enjoying the process and experience and have no regrets.\n

\nHer honesty, humour, and hard work makes her a pleasure to work with.\nShe is utterly reliable and always goes above and beyond\n

\nCheers to Zoe and her team\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tMrs. NF\/Mr. AF<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe 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. \n

\nThey 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!\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tSG Retired Business Owner<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tI 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.\nI 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.\n

\nAsking 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.\n

\nI 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.\n

\nZoe, has always prioritized my interests, needs and long-term financial sustainability. \nI 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.\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tN. W.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tI have been a client for many years. Zoe and Scott have been there to support me in every way.

\n\nTheir knowledge of market trends and timely attention to detail are excellent; they are a trusted partner in my investment strategy.

\n\nYet 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\u2019s personal situation and how best to take into consideration one\u2019s complete life picture.

\n\nAnd, 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\u2026\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tD.L.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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Holistic Wealth Advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It\u2019s an approach that puts clients first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Experience + Independence<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Blair + Adrian Wealth Advisory Blair + Adrian Wealth Advisory is a boutique investment team with the principal objective of assisting clients with maximizing their financial health and achieving financial peace of mind. Formed in 2010 by Scott Blair and Zoe Adrian, it is based on their shared vision of providing services individually tailored to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/pages\/6","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/comments?post=6"}],"version-history":[{"count":87,"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/pages\/6\/revisions"}],"predecessor-version":[{"id":879,"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/pages\/6\/revisions\/879"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/blairadrianwealthadvisory\/wp-json\/wp\/v2\/media?parent=6"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}