I provide my clients with superior, individually tailored portfolio management services for any range of client, from discerning entrepreneurs, individuals, families, private corporations, trusts, and estates. My reputation has been built through my outstanding personalized service and counsel, as well as through my consistent successful track record of delivering solid results. My clients and their families have toiled hard for the money that they have entrusted to us, and I work hard to both earn them a solid return on their investment and protect the fruits of their labour.
Portfolios are designed to meet the individual goals of each investor. By offering a customized investment policy statement, clients can rest assured that their investment plan is being followed diligently.
Effective Investment Process
My offerings are best suited to investors that are looking for safety, stability, and growth. We incorporate companies that offer solid balance sheets, show consistent profitability, and demonstrate the ability to deliver sustainable growth.
John is a CFA Charterholder as well as a member of the CFA Society of Montreal
To help my clients achieve their financial goals
B.A. (Major: Geography; Minor: Economics)
M.E.Des. (Environmental Design
C.I.M. (Canadian Investment Manager)
P.F.P. (Professional Financial Planner)
Life Insurance License
An investment advisor since 1994
Retirement planning and income portfolios
Designing diversified investment portfolios that are tax efficient, and take into account market opportunities, risk, and the client’s personal financial goals
I promise clients the top-notch level of service they deserve. I am always available to look after the needs of my clients.
I have worked in the securities industry since 1997 and before that spent four years with a private commodity trading house.
Growing retirement and investment accounts using options, common and preferred shares, mutual funds, exchange traded funds, real estate income trusts and registered plans.
I conduct my own research which includes bank and independent opinions as well as personal contact with money managers. I also employ option strategies to generate additional income.
Former President, Director, BC Liberals Vernon-Monashee Riding Association
Former President of Vernon Kokanee Swim Club
President of Pleasant Valley Commodities
I am licensed in British Columbia, Alberta, and Saskatchewan
Growing up on the small gulf island of Hornby, I learned the value of trust, community, and impact from a very young age. Moving to the city from a small town to pursue school and athletics as a teenager required me to take on a great deal of independence at a young age. After attending the University of Victoria, and starting my career in the financial industry in 2016, I have found it incredibly rewarding to build a life of meaningful work and meaningful relationships around Socially Responsible Investing (SRI).
My goal as an Investment Advisor is to work closely with clients to understand their personal objectives and circumstances, and to build financial strategies that both meet their unique needs and align with their moral compass. I believe myself to be a passionate young force in the Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) spaces. I hold the Responsible Investment Specialist designation awarded by the Responsible Investment Association. At my core, I believe that individuals working together can change the world for the better and that we all benefit by doing so.
I allocate a great deal of time and focus on understanding the long-term goals and cash flow requirements of my clients, then designing financial solutions appropriate for their stage of life. I believe long-term relationships are built on trust, transparency and understanding.
Whether you are looking for a cash savings account, an RRSP, TFSA or RESP I would be happy to help you reach your financial goals.
Sophisticated, Customized Investment Leadership
Blais Wealth Advisors is dedicated and passionate about providing superior portfolio management services to affluent families, individuals, institutions, and foundations. We seek to maximize investment returns and manage risk and income through due diligence, intensive research and experience, providing hands-on attention and serving the unique needs of the client with truly customized portfolio management.
As an advisory group we strive to deliver the highest possible level of personalized investment management to our clients individual needs and wants. Constant communication is paramount, so we maintain regular contact with clients through daily, weekly or monthly conversations and emails depending on each individual client’s desires. From an administrative standpoint, we ensure that the client experience is of the highest standards, encompassing the strictest of confidentiality, and the highest of professionalism.
*Client acceptance based on referral from existing clientele only*
Linda has been an Investment Advisor since 1982 and believes her greatest assets are the experience she has gained and the integrity she has displayed over the last 29 years.
Linda strives to demonstrate common sense and trust as she works in partnership with clients. With her varied background and education, both formal and in the field, Linda is well positioned to assist her clients in the financial planning required at every stage of the wealth building process.
Linda is passionate about her volunteer work with the Association of Neighbourhood Houses of BC. She is dedicated to expanding community services, in particular her assistance in the opening of the Downtown Eastside Neighbourhood House.
My business focus is retirement income. I work with individuals and couples who want to set up a comfortable monthly income that grows over time. Taking all sources of income into account – CPP, OAS, defined benefit or defined contribution pension plans, RRSPs, RRIFs, TFSAs, rent and savings – I will determine how to layer what you have to optimize your income, pay less tax and make your money last.