Blair + Adrian Wealth Advisory

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79 Wellington St W
Toronto, ON M5K 1K2
+1 (416) 601-3275
http://blairadrian.com

Blair + Adrian Wealth Advisory is a personalized investment firm established in 2010 by the husband-and-wife team, Scott Blair and Zoe Adrian. Their core mission is to enhance clients' financial well-being and foster financial peace of mind by providing tailored services that prioritize competency, honesty, and transparency in a comfortable setting.

The team at Blair + Adrian Wealth Advisory conducts detailed consultations to understand clients' current financial status, goals, and unique circumstances. Based on this information, they offer personalized investment strategies, including a full range of investment products such as securities, exchange-traded funds, mutual funds, and insurance solutions. The firm predominantly operates on a fee-based model, ensuring alignment with client interests.

Services at Blair + Adrian Wealth Advisory extend beyond initial consultations, offering ongoing support through monthly newsletters, quarterly portfolio reviews, and annual in-person meetings. Clients benefit from a comprehensive suite of investment options, including the Platinum Private Portfolios, Advice + Managed Platform, and Traditional Brokerage, tailored to meet individual needs and preferences.

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