Blair Guilfoyle
CFP, CIM
Co-Founder & Wealth Advisor

Blair is a seasoned wealth professional dedicated to helping successful Canadian families and entrepreneurs thoughtfully plan their financial future. He works closely with his clients to create comprehensive financial plans that bring clarity to their situation, optimize their wealth, and achieve their financial goals.
When he was young, Blair’s immigrant parents worked hard to provide the best opportunities for their kids. They taught Blair and his siblings about the importance of a strong work ethic, living within your means, and the most valuable asset anyone can have – a strong reputation built on hard work, trust, and integrity.
As Blair became older and had the opportunity to work alongside his father and brother in the family’s financial advisory firm, many of these lessons were reinforced in the work they did for their clients. Today, Blair has the privilege to work with 2nd- and 3rd-generation client families, helping them strengthen their financial legacy.
Blair holds a Bachelor of Commerce (Honours) degree from Queen’s University as well as the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
Outside of work, Blair is actively involved in the community, volunteering as a youth hockey and rugby coach and helping kids learn important life lessons through team sports. He also enjoys squash, triathlon, waterskiing, and canoe trips with his family.
Fun facts for Blair
Most memorable student job
Working as a whitewater raft guide (I have kayaked Class V rivers on 5 different continents)
Outside of the office, you’re most likely to find me
Coaching youth hockey and rugby
Best pre-family adventure
Backpacking through 50+ countries in my 20s
If I wasn’t a financial advisor, I would be