Blair & Associates with IG Private Wealth Management
62Developing3671 Uptown Blvd Ste 202, Victoria, BC V8Z 0B9, Canada
About
Blair & Associates with IG Private Wealth Management is a Victoria-based financial planning firm offering retirement planning, investment management, estate planning, and tax planning for affluent Canadians.
Senior Care Path Summary
Blair & Associates helps clients plan for retirement with tax-efficient strategies and create estate plans that reflect their wishes and protect wealth for loved ones. The team takes a holistic, personalized approach to understand each client's unique needs and goals, coordinating retirement income, investments, insurance, and legacy planning.
The firm offers comprehensive wealth management solutions including retirement planning, investment planning, estate planning, insurance planning, tax planning, and intergenerational wealth transfer. Advisors meet regularly with clients to explain options and provide ongoing education about available services.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Affluent Canadians planning retirement
- Seniors creating or updating estate plans
- Clients seeking integrated tax-efficient strategies
- Families planning intergenerational wealth transfer
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
44 Google reviews
Most recent reviews
Caroline Roy
a month ago · via Google
Brian and his team are extremely professional and dedicated to optimizing our financial growth with the best strategies. It's a pleasure working with them, and I highly recommend their services to anyone, no matter your investments.
Susan Still
a month ago · via Google
Very professional. Digital personal investment site very easy to understand and navigate. Their team is always ready willing and able to answer any questions promptly and courteously.
Lorraine Wilson
a month ago · via Google
David Scott discussed our current and future needs in an online video yesterday. He listened to us and made valuable suggestions and confirmed our portfolio with his program forecasts. We enjoy this process and appreciate his help and attention
Summary of Google Reviews
Summarized by Senior Care Path from Blair & Associates with IG Private Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Blair & Associates with IG Private Wealth Management holds an excellent 5.0-star rating across 44 Google reviews. Recent reviewers most often highlight caring, attentive staff and engaging activities and social life.
Most common praise
- Caring, attentive staff
- Engaging activities and social life
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, CIRO (Canadian Investment Regulatory Organization)
- CIPF (Canadian Investor Protection Fund)
Languages Supported
- English
Frequently Asked Questions
What services does Blair & Associates with IG Private Wealth Management offer?
Blair & Associates with IG Private Wealth Management is a financial planning provider in Victoria, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Blair & Associates with IG Private Wealth Management speak?
Staff at Blair & Associates with IG Private Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Blair & Associates with IG Private Wealth Management?
You can call Blair & Associates with IG Private Wealth Management directly at (250) 704-4040, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Victoria. It is free, with no pressure.
Is Blair & Associates with IG Private Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
3671 Uptown Blvd Ste 202, Victoria, BC V8Z 0B9, Canada
Also serves
- Victoria, British Columbia