We were blessed in the late 1980’s when a young Blair Brodie knocked on our door and asked if we had given thought to our financial future! We had not! We were at a point, both of us employed, and both our daughters working, that the time was right! That very night Blair laid out monthly savings plans that secured and served us, and our financial futures, well over the years of many challenges for both ourselves and our daughters. Blair and his team, even with each change of staff, built on the strong foundation of the forerunners seamlessly, professionally and compassionately. They served our family well and always spoke in layman’s terms, which we appreciated.
Through good times we maximized. Through tough times of job loss, the death of one daughter resulting in guardianship/education of her daughter, our needs were timely and promptly served with compassion, skill and much appreciated friendship. Our relationship has been excellent! We continue to be blessed by that knock on our door!
Searching for a financial consultant who is approachable, honest, knowledgeable, trustworthy, wise and very capable to manage your money? Blair is the financial consultant who possesses these qualities. He has had a lengthy career and has provided us with a personalized investment plan for over 35 years! He has excellent communication skills. He has been able to explain and manage our portfolio with our best interests in mind. He has trained his team to assist clients in the same professional manner. Thank you, Blair, for your continued friendship and advice.
I have known and worked with Blair for over thirty years as my personal financial consultant. Blair is always available to discuss my specific needs and goals to achieve a sound investment strategy. He is extremely knowledgeable in all aspects of the financial world.
Blair enjoys people and is interested in not only helping out financially, but he truly cares about your well-being as a person. He takes time to clarify and suggest ideas that are best suited to your own specific financial plan. I can call Blair on any day of the week and get a response almost immediately.
I highly recommend Blair to my family and friends, knowing that he will look after their affairs with honesty and integrity. These are characteristics that you definitely want in someone who is looking after your finances.
I remember thinking the first time we met with Blair at our home, that he was very knowledgeable and a person we could trust. Time has proven that to be correct. Through many life changes, Blair, and later with his team, has been there with support and guidance. Blair advised us on financial planning and on investments that have led to a very comfortable early retirement. Upon our retirement, Blair wisely advised us on our changing financial goals and altered investments. He provided us with guidance on estate planning. Any questions we had over the years were answered personally and promptly. When my husband passed away, Blair was supportive and guided me through the changes that needed to be made and for that I am most grateful. I regard Blair and his team as not just financial advisors, but friends.
I’m not very “economically” minded and I have to admit that money matters don’t interest me very much. However, I do read the occasional article that someone sends me and I always read the pithy advice that Warren Buffet provides. Not only because he’s smarter than me and a billionaire, but because he seems astute and down to earth. One of his pieces of advice that I will never forget is to invest in relationships with honest and ethical people. People who seem generous and authentic.
I have a terrific lawyer who ticks the honest and ethical boxes, and she recommended three potential financial advisors to me. One was Blair. As I interviewed them, I soon realized that my financial person would know more about me than some of my friends. The relationship was going to be more intimate than I had anticipated. This is why I ultimately chose Blair–I felt really comfortable with him.
He spent a lot of time with me long before I committed to being a client. Over the course of several meetings he got to know me, explained his philosophy of investment, and revealed pieces of his own life experience as I lay bare my hopes, dreams, and retirement-related worries. In sum, he was generous with his time long before I committed to being a client, and since that time has always been available. I never feel like I’m bothering him when I call or email. I emailed him one weekend to see if I could afford a cottage (dream category), he got back to me immediately with an easy to implement plan. “Here’s how we do it”, he said. Within no time, I owned my cabin retreat. This new relationship has eliminated all the complexity (and stress) that I found associated with financial issues (taxes, investments, retirement income). The peace of mind I have now is without price.