About Us

It is important to create a good first impression. A warm friendly voice combined with good communication skills are definite ways to help a client feel comfortable, quickly. I am excited to be able to do this with each and every client I greet.

"Prudent investment choices are the foundation of a secure future. With my background in investment management, insurance and financial planning; I’ll help you make choices you’ll feel comfortable with."

After completing a Bachelor of Arts degree with a Minor in Business Administration in 1993, Blair completed the Canadian Securities Course and has earned several designations including Certified Financial Planner, Canadian Investment Manager and Personal Financial Planner.

Blair is also licensed to provide Life, Disability, Critical Illness, Long Term Care Insurance and Annuities.

Blair has accumulated 20 years of experience in the financial planning field.

It was very exciting to see Forecast Financial Management evolve so quickly. As the client base grew, so did the amount of referrals. Family, relatives and friends of current clients were being introduced to the valued services, ideas and strategies offered by Blair and Carl.

Joan joined our team in 2005 and handles the day to day financial operations for Forecast Financial Management.

It is important to create a good first impression. A warm friendly voice combined with good communication skills are definite ways to help a client feel comfortable, quickly.

Ashley joined the team in June 2011 as the Administrative Assistant. She graduated post secondary from Eastern College with a Diploma in Executive Office in January 2011. She is the clients' first point of contact and looks forward to growing with the company. Her main goal is to make sure our front office runs as smoothly as possible and that our clients get treated with care.