Providing financial solutions to maximize your wealth, minimize your taxes and protect your future.

Maximizing income and minimizing your tax burden help to sustain your desired lifestyle, build an estate and create a legacy.

 

Protecting your future helps in the event you die too soon, live too long or become sick, disabled or have an accident.

 

Utilizing risk management methods including portfolio asset allocation strategies creates greater piece of mind and financial security.

Twice a year Blair offers complimentarypresentations on the topics of Tax, Investment and Estate Planning – for clients and potential clients.

Education and communication are the basis of quality planning – quality planning is the source of realizing extraordinary results.

Savings & Investments

• Mutual Funds
• RRSP/RRIF/LIRA/LIF/LRIF
• OPEN & Tax Free Savings (TFSA) Plans
• Financial & Retirement Planning
  Registered Education Savings Plan
• Guaranteed Investment products
• Strategic Index Investments
• Annuity Plans
• Income Tax Minimization

Protection & Preservation

• Life Insurance for Family & Business (focusing on income replacement debt elimination, and life style sustainability)
• Estate Preservation & Charitable Giving
  Critical Illness Insurance
• Long term Care Protection
• Health Insurance
• Disability Insurance
• Segregated Funds

Making money work for people is Blair's focus.Offering a combination of experience and comfortable professionalism, Blair creates financial solutions that extend from one generation to the next.His dedication to Philanthropic pursuits include both the charitable planning he does with his clients and his personal commitment.

 

Blair was a student at theUniversity of Winnipeg when he started in the financial services industry with Lifetime Financial Services (later Eaton Financial Services, Imperial Financial Services, Laurentian Financial Services now Desjardins Financial Security Independent Network and Investments.) He moved to Regina, Saskatchewan as a Provincial Manager and then to St. Catharines, Ontario as Regional Manager. From there he joined Eatons Financial Services Hamilton Office. He continuestoday to provide financial services, products and advice to his clients. During his career he has achieved numerous awards in recognition for his extraordinary efforts including the company's most prestigious J.L. Golden Memorial Award, for outstanding achievement, integrity and leadership.

 

Blair's community involvement includes: Past-Vice President of his children's Parent-Teacher Association; Former Executive Member & Treasurer and Team Sponsor (since 1993) of the Dundas Minor Hockey Association; Former Board and Executive Member of the Catholic Children's Aid Society for Hamilton Wentworth (9 years) and Lector at St. Augustine's Church.

"After the sudden death of my dear husband, Blair provided valuable information and guidance to improve Investment Returns and Estate Protection. His honesty and sincerity is appreciated." - Katherine Kane

"Blair takes the time to contact us and provide valuable updates. He is very thorough and uses "people friendly language"to ensure we understand the implications of what is going on with our financial affairs." - Leo Fernandes

"George & I have worked with Blair and achieved great investment growth for many years. When George died, Blair provided excellent investment planning which resulted in continued good investment results for me. Now at the age of 89, I have no worries because it is all done through Blair's clever advice."-Helen Packham

120 King Street West, Suite 210
Hamilton, Ontario L8P 4V2
Tel.: 905-570-1200 Ext. 228 | Fax: 905-570-1270
Toll free: 1-877-992-9978
blair.laxdal@dfsin.ca