Curtis Blair

Associate Wealth Advisor and Financial Planner @RBC Dominion Securities

Vancouver, BC, CA

I work with clients to build and implement a personalized financial roadmap. I have been successful in building plans that provide clients confidence and efficiency so that clients can reach their financial goals sooner.This involves: 1. Discussing and prioritizing clients\' financial goals so that they can accomplish what is most important to them.2. Reviewing the clients’ financial situation; establishing a clear picture of their current position, goals, cash flow needs and net worth.3. Identifying opportunities for clients to help meet their goals while providing solutions to problem areas that may be hindering them.4. Developing a written financial projection/plan for clients. This takes goals, priorities, and solutions and refines them into a clear and concise plan.5. Ongoing monitoring and modifications to plans to ensure clients are on the right track as well as taking into account new goals, life events, and other changes.Planning Expertise- Wealth accumulation and financial management - Retirement planning and retirement income planning - Risk management and insurance- Investment planning- Tax planning- Estate and legacy planning I work with clients to develop their investment strategy that, combined with financial planning, we use to help them reach their goals. Backed by RBC\'s world class resources and experts and a vast universe of investments, our clients have enjoyed proven success. This involves:1. Educating clients on investments and strategies regardless of their knowledge and experience. This empowers clients to make informed decisions and better understand their investment strategy. Tailoring an investment portfolio to client goals and suitability so that their money can work hard for them. Specializing in discretionary wealth management means clients can focus on the big picture while we professionally manage their investments.

Simon Fraser University

Bachelor of Arts (BA), History