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Susan O'Brien
Kathy Eliuk
Blair Baert
Robyn Carson

Tel: 403-503-7748

Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1

Blair Baert

Wealth Advisor

Tel: (403) 503-7748​

Fax (403) 503-7750


Blair Baert, Wealth Advisor, is primarily responsible for the creation, implementation and ongoing monitoring of personalized wealth management plans for affluent families.

Blair is a Bachelor of Commerce graduate from the University of Alberta. Previously he worked as a tax and estate planning consultant at a major Life Insurance company and draws on the expertise he gained as an independent advisor at a global bank.

Blair lives with his wife Laura and their daughter, Nyah. He enjoys golf, football and is a proud Edmonton Oilers fan. 

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Investment Manager (CIM®)
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • Life License Qualification Program (LLQP)
  • Wealth Management Essentials (WME)
  • Investment Management Techniques (IMT)
  • Portfolio Management Techniques (PMT)
  • ​Derivatives Fundamentals Course (DFC)​