Brad Blair, CFP, CIM, FCSI, CHS

Brad Blair, CFP, CIM, FCSI, CHS

Wealth Advisor

As one of Vancouver’s leading financial planners, Brad prides himself in his ability to provide comprehensive finance advisory services to business owners and individuals alike in Canada’s lower mainland. Having worked in the financial services industry since 1998, Brad himself has accumulated a wealth of knowledge about Canadian financial planning and markets. Since 2006, Brad has been an independent financial advisor and has committed his life’s work to the creation, careful management and protection of his client’s wealth.

Financial Services in Canada

The objective of this blog is to share some of that knowledge that Brad has accumulated over the years. The world of finance can be very intimidating and complex and this blog aims to give you some clarity and the Financial Edge that you need to grow and protect your wealth and lifestyle. Knowledge is power, especially in finance – let Brad’s expertise and insight open your eyes to financial planning, whether it be for yourself, your business or your family. Start your research here and see where your finances take you.

Call 604-874- 4377 or email [email protected] for a free consultation today.


My Financial Services Expertise

Retirement is a sensitive time of your life, and must be carefully planned. As a financial services expert, I specialize in the following areas:

– Sustainable Cash Flow and Income Planning for Retirement

– Tax Efficient Retirement Income

– Health Insurance Planning before and in Retirement

– Pension Analysis and Election Advice

– Group Benefits Management and Advice

– Retirement Investment Services

Protecting your business’ income is a specialty of mine. I offer the following services in this area:

– Retirement Planning and Strategies

– Sustainable Cash flow and Income Planning for Retirement

– Risk Management Analysis and Services

– Tax planning

– Estate Planning

– Tax Efficient Investing

– High Net Worth Money Management Services

– Group Insurance Services

– Group Retirement and Pension Services available

– Insurance Planning

– Individual and Group Health and Dental insurance plans

– Health Spending Accounts

– Buy-Sell Agreement Planning


I offer a wide range of investing services:

– Investment Services for RRSP, RIF, LIRA, LIF, and other Pension Accounts

– TFSA Planning and Investment Services

– RESP Planning and Investment Services

– Registered Disability Saving Plan – Planning and Investment Services

– Corporate Account Planning and Investment Services

– Non-Registered Investment Services

– High Net Worth Investment Services

– Tax Efficient Planning and Investment Services

– The Platinum GIC Program

– Portfolio Services with a Focus on Preservation of Capital

– Goal Focused Investing



This blog is for information purposes only and should not be construed as advice. Everyone has their own unique situation that should be discussed directly with a financial professional. Please check with the right financial professional before considering any of the information discussed in this blog.