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Susan O'Brien
Kathy Eliuk
Blair Baert
Robyn Carson

Tel: 403-503-7748

Address
888 - 3rd Street SW
Suite 4100
Calgary, AB
T2P 5C5
Map

Other Locations

7th Floor, 350 - 7th Ave. SW
Calgary, AB
T2P 3N9

Blair Baert

Wealth Advisor

Tel: (403) 503-7748

E-mail: blair.baert@nbpcd.com

A graduate of the University of Alberta, Bachelor of Commerce program, Blair has a major in Finance and over 15 years of diversified experience in the financial services industry. Over the first 11 years of his carreer, he has provided comprehensive financial planning services; was a tax and estate planning consultant for a major Canadian Life insurance company as well as an Investment Advisor where he developed and managed disciplined, well-diversified and tax efficient investment portfolios for high net worth individuals. Armed with his diversified experience, Blair joined the susanobriengroup in 2010 and is an integral part of the team overseeing the creation, implementation and ongoing monitoring of comprehensive wealth management plans for high net worth individuals.

Blair has completed the Canadian Securities Course, the Conduct and Practices Handbook Course, Wealth Management Techniques, Investment Management Techniques, Portfolio Management Techniques, Derivatives Fundamentals Course and Option trading. Blair is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP) and has also aquired the Canadian Investment Manager (CIM) as well as the Chartered Life Underwriter (CLU) designation.

Blair's interests include reading, travelling, golfing, hockey, football and spending quality time with family and friends.