CPA, CA, CIM®
Wealth Advisor
Blake services clients in the areas of goals based financial planning, investment management and tax planning. He is a trusted advisor to many clients on their integrated financial affairs. In addition to his work with families, Blake co-leads our Investment Selection Committee on both the private and public side. He also leads our Tax & Accounting integration strategy in support of our clients’ external professionals.
Prior to joining the team, Blake worked in commercial banking and public accounting where he gained experience in audit and advisory, as well as corporate and personal taxation. Blake is a Chartered Professional Accountant (CPA, CA), Chartered Investment Manager (CIM®), holds a degree from Western University with a specialization in accounting, and is a member of the Institute of Chartered Accountants of Ontario and is a licensed life insurance advisor*.
Growing up in the area, Blake has a strong desire to give back. He currently volunteers with Big Brothers Big Sisters of Barrie and District as an in-school mentor. Outside of work, Blake and his wife Catherine are avid travellers and always on the hunt for great food. When he is not travelling, Blake can be found enjoying activities outdoors like skiing, hiking and trying to improve his golf game.