Since 2007, Blake has served in various roles within the banking and financial services space, from commercial lending, corporate treasury, and private wealth management. Most recently, he held a senior position within the Private Banking and Family Office divisions of one of Canada’s largest financial institutions, having maintained a No. 1 ranking nationally for 3 years. Further, Mr. Burns has spent over half a decade as a trusted advisor to business families on the topics of banking and broader wealth strategy. More recently Blake fulfilled all requirements for the FEA designation.
Parcel B Limited
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Managing DirectorParcel B Limited Feb 2024 - PresentCalgary, Alberta, CanadaParcel B Limited, as well as its Saskatchewan counterpart Western Limited, is a Prairie-based assetmanager providing direct private investment and broader wealth management support for itscontrolling Burns and Solomon families, as well as a small association of qualifying non-familyinvestors. PBL was created following the realization of a series of liquidity events with theintention to reinforce the financial needs of the family group; their values shaping the firm’sunique vision and, in turn, business and philanthropic strategies.PBL’s founding families were instrumental in developing a variety of diverse enterprises, includingP. Burns and Co. Ltd., Burns Foods, The Calgary Stampede, Western Limited, Western Tractor,Western Equipment, IPSCO, Steelco, Sask Steel Fabricators, Construction Equipment Ltd.,Industrial Sales Ltd., Sterling Rentals, Tobin Tractor, Poli Twine, Central Canada Distilleries and J.B.& Co. Ltd. In addition to these business accomplishments, family leaders have served as corporatedirectors of banks (BMO), industry regulators, breweries, telecommunications companies (Shaw),and other corporations. Many examples of their legacy exist across North America with interestscovering a diverse range of fields, including financial services, real estate, mining, energy,agriculture, charities, and non-profits.Today, among its primary functions, PBL seeks to acquire portions of established and profitablesmall and lower mid-market companies throughout Canada, offering its close network of investingfamilies the opportunity for enhanced long-term yield and capital appreciation, while maintainingprudent risk characteristics.
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Managing DirectorJ.B. & Co. Ltd. Apr 2023 - Feb 2024Calgary, Alberta, Canada
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Family Office Wealth Advisor & Institutional Client Lead, Td WealthTd Feb 2016 - Apr 2023Calgary, Canada Area#1 Overall Ranking Nationally F2018 & F2019Top Quartile Performer 2017, 2018, 2019, 2020 and 2021*Merit Award Recipient 2018, 2019 and 2020 (Awarded to the Organization's top US and Canadian performers).With deep institutional knowledge, the "Lead" becomes the prospective client's primary guide, optimizing relationships and providing pertinent financial advice to address banking and wealth related needs. They lead the development and implementation of prospect strategy and vision by guiding key Bank practitioners in the identification and prioritization of critical client financial issues. Ultimately advocating solutions - appropriate financial products and services - that lead to the attainment of the clients' specific financial aspirations and lifetime goals.Equally, the Lead identifies and refers intra-bank opportunities (i.e. Retail, Commercial, Corporate and Investment Banking) to fulfill specialized needs. The Lead develops centers of influence in the market that can be leveraged into tactical relationships. Develops strategic partnerships with all key lines of business in order to effectively refer business to deepen and enrich the prospect/client experience. The Lead is an astute and practiced competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. As the Private Bank's most senior client facing officer, this position collaborates and performs as part of the relationship management team to consolidate wealth and execute the client strategy.*Each year, the TD Wealth MERIT program recognizes the outstanding contributions of the Bank's best-in-class employees. Top performers, these leaders helped the Organization achieve record results. -
Director, Treasury Management, Td National AccountsTd Apr 2013 - Feb 2016Calgary, Canada AreaThe Director, Treasury Management (DTM) is responsible for advising multinational, large and mid-sized corporate relationships on building best in class operations. The DTM works with clients to improve working capital effectiveness, develop long-term strategic plans and cost-optimization solutions. His or her expertise includes treasury and liquidity structures, fraud and security controls, financial software, bank relationship management, compliance, process documentation and foreign exchange.The TD National Accounts group was established with an aim to provide dedicated expert service to institutional level clients, both public and private. With Prairie offices in Calgary and Edmonton, National Accounts is a close team focused on growing relationships with large organizations without a strong need for investment banking services, but with sophisticated financial requirements, credit facilities, and cash management needs. -
Director, Treasury Management, Corporate Finance DivisionBank Of Montreal Sep 2012 - Mar 2013Calgary, Canada AreaIn addition to the detail covered above, the focus of the Director is to work in partnership with the client or prospect to ensure ongoing satisfaction and to identify opportunities for streamlining and efficiency of treasury services. The DTM provides corporate clients with a relationship-based single point of access to an integrated suite of financial options, including dedicated Treasury & Cash Management solutions that align with the unique needs of clients’ various lines of business. -
Commercial Account Manager / Relationship Manager / Advisor To Commercial TraineesBank Of Montreal Jun 2008 - Sep 2012Calgary, AlbertaManaging and developing overall relationships with 90+ commercial banking clients with revenues $1 to $30 million.Enhance the quality of the commercial training experience through mentorship and advisory responsibilities, (i.e. to facilitate information exchange and interaction among trainees and to help trainees obtain discretionary lending limits.) -
Account ManagerRoyal Bank Of Canada Jan 2007 - Feb 2008Calgary, Canada Area -
Manager, Grounds & MoorageRegina Beach Yacht Club May 2006 - Oct 2006Regina Beach, Saskatchewan
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Manager, Grounds & Moorage.Regina Beach Yacht Club May 2005 - Sep 2005Regina Beach, Saskatchewan
Blake B. Education Details
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Political Science And Government -
University Of British Columbia: Sauder School Of Business89 -
Bmo Bank Of Montreal Institute For LearningFinance, General; -
Canadian Securities InstituteInvestments And Securities -
Family Enterprise Canada83
Frequently Asked Questions about Blake B.
What company does Blake B. work for?
Blake B. works for Parcel B Limited
What is Blake B.'s role at the current company?
Blake B.'s current role is Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking.
What schools did Blake B. attend?
Blake B. attended University Of Victoria, University Of British Columbia: Sauder School Of Business, Bmo Bank Of Montreal Institute For Learning, Canadian Securities Institute, Family Enterprise Canada.
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David Blake Reid, MBA, B. SC.
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Blake Carrick-Simpson B.Sc, eMBA
Life Sciences Sales | Regional Business Manager | Salesforce Effectiveness Manager | Facilitator In Learning And DevelopmentGreater Toronto Area, Canada10hotmail.com, earthlink.net, excite.com, yahoo.com, aol.com, hotmail.com, hotmail.com, yahoo.com, aol.com, nestle.com -
1gmail.com
1 1 (800)XXXXXXXXX
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Blake Hunter B.Comm, CFP, CIM, TEP
Managing Partner At Hunter Wealth &Senior Investment Advisor At Hunter Securities Of Aligned Capital PartnersOrillia, On
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