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Blake B. Email & Phone Number

Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking at Parcel B Limited
Location: Canada 9 work roles 5 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Parcel B Limited
Role
Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking
Location
Canada

Who is Blake B.? Overview

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Blake B. is listed as Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking at Parcel B Limited, based in Canada. AeroLeads shows a matched LinkedIn profile for Blake B..

Blake B. previously worked as Managing Director at Parcel B Limited and Managing Director at J.B. & Co. Ltd.. Blake B. holds Bachelor'S Degree, Political Science And Government from University Of Victoria.

Profile bio

About Blake B.

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.

Current workplace

Blake B.'s current company

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Parcel B Limited
Parcel B Limited
Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking
9 roles

Blake B. work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Parcel B Limited

Calgary, Alberta, Canada

Parcel 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.

Feb 2024 - Present

Managing Director

J.B. & Co. Ltd.

Calgary, Alberta, Canada

Apr 2023 - Feb 2024

Family Office Wealth Advisor & Institutional Client Lead, Td Wealth

Td

Calgary, 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.

Feb 2016 - Apr 2023

Director, Treasury Management, Td National Accounts

Td

Calgary, Canada Area

The 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.

Apr 2013 - Feb 2016

Director, Treasury Management, Corporate Finance Division

Calgary, Canada Area

In 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.

Sep 2012 - Mar 2013

Commercial Account Manager / Relationship Manager / Advisor To Commercial Trainees

Calgary, Alberta

Managing 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.)

Jun 2008 - Sep 2012

Manager, Grounds & Moorage

Regina Beach Yacht Club

Regina Beach, Saskatchewan

May 2006 - Oct 2006

Manager, Grounds & Moorage.

Regina Beach Yacht Club

Regina Beach, Saskatchewan

May 2005 - Sep 2005
5 education records

Blake B. education

Bachelor'S Degree, Political Science And Government

Activities and Societies: Surf Club

Real Property Law, Real-Estate Finance, 89

University Of British Columbia: Sauder School Of Business

Underwriting, Finance, General;

Bmo Bank Of Montreal Institute For Learning

The Commercial Account Management Training Program provides the foundational training that a commercial banker needs in order to become.

Canadian Securities Course, Investments And Securities

Canadian Securities Institute

Family Enterprise Advisor, Family Enterprise, 83

Family Enterprise Canada

Winter 2022 Completion

FAQ

Frequently asked questions about Blake B.

Quick answers generated from the profile data available on this page.

What company does Blake B. work for?

Blake B. works for Parcel B Limited.

What is Blake B.'s role at Parcel B Limited?

Blake B. is listed as Family Office Private Investment (LTPC) & Wealth Strategy | Private & Commercial Banking at Parcel B Limited.

Where is Blake B. based?

Blake B. is based in Canada while working with Parcel B Limited.

What companies has Blake B. worked for?

Blake B. has worked for Parcel B Limited, J.B. & Co. Ltd., Td, Bank Of Montreal, and Royal Bank Of Canada.

How can I contact Blake B.?

You can use AeroLeads to view verified contact signals for Blake B. at Parcel B Limited, including work email, phone, and LinkedIn data when available.

What schools did Blake B. attend?

Blake B. holds Bachelor'S Degree, Political Science And Government from University Of Victoria.

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