About Blair & Associates with IG Private Wealth Management
Blair & Associates with IG Private Wealth Management is a financial advisory firm that values relationship-driven services. They take the time to understand their clients' unique needs and personality, enabling them to provide tailored financial plans that simplify complex affairs and offer peace of mind. Their services are ideal for those who believe that a successful financial relationship extends beyond simple transactions and investments. The firm's approach and dedication to building strong relationships with clients ensure a good fit, both financially and personally, for new clients. One reviewer praised financial advisor David Scott for his helpfulness and expertise in answering financial questions and setting goals. Another client, who has been with the firm for over 35 years, expressed appreciation for the quality of service, attention to detail, and insightful recommendations from Brian Blair, noting his responsiveness and understanding of their needs to personalize investment portfolios for solid returns with peace of mind. They also valued the social events arranged by the firm. A third reviewer, working with Blair & Associates for over a decade, enthusiastically recommends them to friends seeking a reliable company for their investments. Overall, Blair & Associates with IG Private Wealth Management is a trustworthy financial advisory firm that prioritizes long-term relationships with its clients, helping them achieve their financial goals.
Brian Blair provides excellent investment advice and modelling. He listens patiently, and provides unfailingly friendly advice, suited to one's specific circumstances. He is also prepared to facilitate some transaction types some others are not familiar with, such as 60(j) transfers.
We met with David Scott today and had an opportunity to review our financial portfolio. Our investments are doing relatively ok inspite of turmoil South of the border. David made some suggestions to better serve our upcoming means. Very happy with his knowledgable, friendly demeanour.
It's always a nice experience to meet up with David Scott face to face. We greatly appreciate his review of our investments and his suggestions on the best way to maximize our returns.