As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
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 30 years of experience in the financial planning field.
Careful and considered advise is the core of my practice as I bring to my clients recommendations and strategies for a pathway to their future goals and lifestyle.
Elsa has worked in the financial industry for four decades and has been providing financial advice to her clients for many years. Elsa helps her clients with lifestyle planning, identifying financial goals, using a customized financial plan and strategy to achieve those goals.
Elsa completed her Personal Financial Planner (PFP) designation in 2002, and her Life License Qualification Program (LLQP) in 2008.
Marilyn is a highly organized and friendly professional, able to establish long term positive relationships with clients, co-workers, and outside resources. She is skilled in working independently and as an enthusiastic team player. She has been with Forecast Financial since April 2013.
After completing a two year program at Keyin College, Marilyn has received a Diploma in Business Management/Human Resources Management in August 2012.