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Trustworthy, insightful, dedicated, disciplined – this is how our clients describe us. At Blakely Wealth Management, we believe in superior customer service, and take pride in the fact that our business has grown, in large part, through the referrals we have received from our loyal clients.
Blakely Wealth Management is an investment team at ScotiaMcLeod, the investment division of ScotiaBank which is one of Canada’s leading financial services providers.
Client Testimonials
"We have been clients of Blakely Wealth Management for 15 plus years now. In the early years we worked together to develop a personalized financial plan that would help us realize our retirement goals. This plan has served to be a good benchmark to gauge our progress against the plan.. During this period we have experienced a number of credit cycles and notwithstanding the ups and downs of the market, we have historically outperformed our plan. It has been very gratifying to experience how this disciplined approach to wealth accumulation has helped us meet and exceed our financial goals. Our results speak for themselves, and have served to build a trusted and credible partnership with Blakely Wealth Management."
Rob and Gail Dietz
"In my opinion, Blakely Wealth Management are top notch professionals. I feel my investments receive their constant attention and therefore I benefit from their diligence. The best decision I ever made was to transfer to their office!"
D.P.
"We have enjoyed the quality of service and counsel that Derek has provided to us over the years and we speak about him regularly with family and friends."
Mark S. Rudolph
"I appreciate the quick feedback and excellent advice from the group and overall I am more than satisfied with the results of my portfolio."
Krys Green
Blakely Wealth Management Philosophy
At Blakely Wealth Management, all our team members share the same investment philosophy and commitment to client satisfaction.
Our primary focus when meeting with prospective clients is to determine and assess the following:
• Financial situation
• Realistic expectations
• Long term plans and needs
• How we can assist in reaching defined goals
In order to understand these key elements, we spend considerable time with prospective clients through a series of meetings. Only then can all the parties involved determine whether to pursue a mutually rewarding relationship.
Once we decide to proceed, we use a highly structured approach to ensure our clients' goals are met or exceeded:
Focus: Our focus is holistic. We assist our clients with all aspects of their financial well being together with the well being of their children and future generations.
Discipline: Our approach to investing is disciplined, with an emphasis on the appropriate asset mix based on each client’s unique profile. We build portfolios with individual securities, giving us the ability to react quickly to market shifts.
Strategy: Once we establish a client’s long-term strategy, it is reviewed annually at our in-depth client review. We use this strategy as a benchmark to gauge the progress towards our goal and to ask: “Are we still on track?”
Advantage: The key advantage of working with Blakely Wealth Management is that each client has a personal contact person. If the primary contact person is not available, other members of the team can readily assist, as they are familiar with all our clients' portfolios.
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