Blake has over 20 years of experience in the financial industry meticulously overseeing the diverse investment, wealth management, insurance, estate planning and retirement needs of affluent Canadian families. Through many economic cycles and periods of market uncertainty Blake has provided his clients with consistent and carefully researched advice and helped them manage the emotions that can be detrimental to investor success.
Blake specializes in providing customized solutions for professionals in Auditing, Accounting and M&A Advisory businesses. Blake embraces Partners’ complex personal wealth circumstances, customizing unique investment portfolios to comply with their Independence restrictions. With streamlined advice and processes that are focused on Partners, Blake reduces the frustrations and challenges his clients face with their wealth management.
Blake has a degree in Economics and English from Queen’s University, and in 1997 earned the Chartered Financial Analyst (CFA) designation, widely considered the hallmark of excellence and the highest distinction in the investment industry. The CFA Program “provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills.” (Why hire a CFA)
When he’s away from the office, Blake enjoys relaxing at the cottage with his family, playing tennis, practicing the trumpet, and indulging his passion as a wood-fired pizza master.
“Controlling your emotions in the investment process requires a lot of experience and an understanding of financial market history. Most people either don’t care about these things or don’t have the time required.”
— Ben Carlson