Blair Fingland has been in the wealth management business for more than two decades. He holds a degree from Wilfrid Laurier University and is a Certified Financial Planner (CFP®).
Blair works closely with Robert Sager, leading the team and building prudent, tax-efficient portfolios for high-net-worth families and individuals. Blair primarily handles wealth management for affluent business owners who require sophisticated, best-in-class investment strategies. Blair also works with Heidi Yandt to provide holistic wealth planning to help clients find tax advantages, meet their retirement and estate-planning goals and ensure access to private and commercial banking services.
Blair was one of the first Canadian advisors to move beyond basic stock broking and into comprehensive, full-spectrum wealth planning. Affable, lighthearted and casual, Blair makes people feel comfortable, building strong client relationships based on trust, transparency and candid communication.
Blair believes in the power of team sports for youth and has been a long-time volunteer for both Waterloo Minor Hockey and Waterloo Minor Baseball. Blair has two adult children and lives in Waterloo with his wife Angie.