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Blair Financial Services — Integrated Solutions

Blair Financial Services provides Benefits Consulting, Wealth Management, Lifecycle/Personal Planning and Personal Planning. Our integrated solutions for Key Employee Coverage, Individual Insurance and Group Insurance help firms create and manage effective, competitive plans.

http://www.blairfinancialservices.com/

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CONTACTS AT BLAIRFINANCIALSERVICES.COM

Blair Financial Services

Iain Blair

855 BI●●●●●●UNT DR

Wat●●●loo , Ontario, N2V2R7

CA

1.51●●●●9490
ib●●●@golden.net

View this contact

Blair Financial Services

Iain Blair

855 BI●●●●●●UNT DR

Wat●●●loo , Ontario, N2V2R7

CA

1.51●●●●9490
ib●●●@golden.net

View this contact

Blair Financial Services

Iain Blair

855 BI●●●●●●UNT DR

Wat●●●loo , Ontario, N2V2R7

CA

1.51●●●●9490
ib●●●@golden.net

View this contact

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Blair Financial Services provides Benefits Consulting, Wealth Management, Lifecycle/Personal Planning and Personal Planning. Our integrated solutions for Key Employee Coverage, Individual Insurance and Group Insurance help firms create and manage effective, competitive plans.
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Blair Financial Services — Integrated Solutions | blairfinancialservices.com Reviews

https://blairfinancialservices.com

Blair Financial Services provides Benefits Consulting, Wealth Management, Lifecycle/Personal Planning and Personal Planning. Our integrated solutions for Key Employee Coverage, Individual Insurance and Group Insurance help firms create and manage effective, competitive plans.

INTERNAL PAGES

blairfinancialservices.com blairfinancialservices.com
1

Personal Planning

http://blairfinancialservices.com/personal-planning

August 21, 2016. Securing Your Future and Your Dreams. Blair Financial Services helps individuals, couples and families achieve personal goals and financial security. We work with you to identify your lifestyle objectives, concerns and aspirations. Then we help you set goals, review your existing products and build the portfolio needed to create and implement a long-term plan. Save Time, Get the Right Solution. Tax and Estate Planning. Wealth and Investment Planning.

2

The Team

http://blairfinancialservices.com/the-team

August 21, 2016. Iain Blair, President. Iain is the President and Owner of Blair Financial Services. He was born and raised in the Ottawa valley in Eastern Ontario and moved to Waterloo, Ontario in 1987 where he attended the University of Waterloo. After completing his Bachelor of Science (Honours Science and Business) in 1991, Iain became a financial advisor and has been practicing ever since. Iain is a resident of Waterloo where he lives with his wife and two children. Certified Financial Planner (CFP ).

3

FAQ

http://blairfinancialservices.com/faq

August 21, 2016. How is Blair Financial Services compensated? What companies does Blair Financial Services represent? What is Blair Financial Service’s relationship with Assante Wealth Management? Do you have a Conflict of Interest Policy? Do you have a Confidentiality Policy? How is Blair Financial Services compensated? Blair Financial Services receives sales commissions from the companies it represents. Please see a list of these companies below. What companies does Blair Financial Services represent?

4

Business Planning

http://blairfinancialservices.com/business-planning

August 21, 2016. As your business grows your needs and concerns change. Blair Financial Services can help your firm create a secure, sustainable plan to keep key employees, manage change, deal with milestones and unexpected events, and navigate critical financial issues. Tax Planning and Efficiency. Personal Wealth Management and Planning. For a more comprehensive outline of Blair Financial Service’s Business Planning services, please download our brochure (PDF).

5

Group Retirement Services

http://blairfinancialservices.com/group-retirement-services

August 21, 2016. A successful Group Retirement Program (GRP) means ease of implementation and management for your firm, and maximum ROI for your people. Blair Financial Services does the legwork for your HR team, provides regular communications and education to help your teams make informed choices. Our comprehensive process ensures your company’s compensation philosophy is not undermined, as we evaluate not only the plan design but investment choices as well. We provide:.

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Blair Financial Services — Integrated Solutions

March 19, 2018. Welcome to Blair Financial Services. Meeting your needs and aspirations is possible with the right set of wealth management, lifecycle and benefits products. Creating the plan, however, can be time-consuming and requires expertise. Blair Financial Services can help. Working with Blair Financial Services frees your time and simplifies the process of planning for the future. Contact. Us today and find out how we can help.

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