Brad Blair, Cfp, Cim, Fcsi, Chs
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Brad Blair, Cfp, Cim, Fcsi, Chs Email & Phone Number

Wealth Advisor at Worldsource Financial Management
Location: Vancouver, British Columbia, Canada 3 work roles 1 school
1 work email found @bmfg.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@bmfg.ca
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Current company
Worldsource Financial Management
Role
Wealth Advisor
Location
Vancouver, British Columbia, Canada
Company size
219 employees

Who is Brad Blair, Cfp, Cim, Fcsi, Chs? Overview

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Quick answer

Brad Blair, Cfp, Cim, Fcsi, Chs is listed as Wealth Advisor at Worldsource Financial Management, a company with 219 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at bmfg.ca and a matched LinkedIn profile for Brad Blair, Cfp, Cim, Fcsi, Chs.

Brad Blair, Cfp, Cim, Fcsi, Chs previously worked as Wealth Advisor at Financial Footprint Wealth Management and Registered Representative at Cibc Investor'S Edge. Brad Blair, Cfp, Cim, Fcsi, Chs holds Finance And The Creation, Management And Protection Of Wealth from Canadian Securities Institute.

Company email context

Email format at Worldsource Financial Management

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*@bmfg.ca
68% confidence

AeroLeads found 1 current-domain work email signal for Brad Blair, Cfp, Cim, Fcsi, Chs. Compare company email patterns before reaching out.

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Profile bio

About Brad Blair, Cfp, Cim, Fcsi, Chs

“The Creation, Management, and Protection of Wealth”I specializing in the complex financial needs and goals of business owners, individuals and families. As an Independent Wealth Advisor, I am able to ensure my client’s needs and interests are always put first. This independence allows me the access and ability to choose freely the solutions or products that are best suited for my client’s needs. My expertise, knowledge, and a strong focus on preservation capital will ensure my clients will always meet their financial goals. The most important step to financial security is... “The First Step”. Take the first step and give me a call today.

Listed skills include Wealth Management, Mutual Funds, Investment Strategies, Wealth, and 20 others.

Current workplace

Brad Blair, Cfp, Cim, Fcsi, Chs's current company

Company context helps verify the profile and gives searchers a useful next step.

Worldsource Financial Management
Worldsource Financial Management
Wealth Advisor
markham, ontario, canada
Website
worldsourcefinancial.com
Employees
219
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Company profile
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3 roles · 28 years

Brad Blair, Cfp, Cim, Fcsi, Chs work experience

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

Wealth Advisor

Current
Financial Footprint Wealth Management

Vancouver, British Columbia, Canada

Jan 2006 - Present

Wealth Advisor

Current
Worldsource Financial Management

British Columbia, Canada

Services offered but not limited to are... Investment Management, Cash Flow Planning, Tax and Estate Planning, Retirement Planning, Risk Analysis, Insurance Analysis and Planning, Group Benefits, High Net Worth Services, Small Business Planning, Financing.Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource.

2006 - Present ~20 yrs 4 mos

Registered Representative

Cibc Investor'S Edge

Vancouver, Canada Area

Purchased and sold securities on behalf of CIBC's clients in the following areas... Fixed Income, Options, International Equities, Equities, IPO's, Margin Accounts, Short Sales, Warrants, Rights, Gold and Silver Certificates, Mutual Funds, Principal Protected Notes, GIC's, Canada Savings Bonds.

1998 - 2003 ~5 yrs
Team & coworkers

Colleagues at Worldsource Financial Management

Other employees you can reach at worldsourcefinancial.com. View company contacts for 219 employees →

JO Jose Oledan Jose Oledan Colleague at Worldsource Financial Management Toronto, Ontario, Canada, Canada View → DK Dy Kim Dy Kim Colleague at Worldsource Financial Management Richmond Hill, Ontario, Canada, Canada View → DS Danny Sirignano Danny Sirignano Colleague at Worldsource Financial Management Montreal, Quebec, Canada, Canada View → HR Hari Rajendran Hari Rajendran Colleague at Worldsource Financial Management Vancouver, British Columbia, Canada, Canada View → BY Betty Yuen Betty Yuen Colleague at Worldsource Financial Management Markham, Ontario, Canada, Canada View → SC Su-Fen Chen Su-Fen Chen Colleague at Worldsource Financial Management Vancouver, British Columbia, Canada, Canada View → LS Laurie Shambrook Rrc® Laurie Shambrook Rrc® Colleague at Worldsource Financial Management Courtenay, British Columbia, Canada, Canada View → VC Val Chuy Val Chuy Colleague at Worldsource Financial Management Vancouver, British Columbia, Canada, Canada View → IB Indranee Beharry Indranee Beharry Colleague at Worldsource Financial Management Toronto, Ontario, Canada, Canada View → MU Mark Usher Mark Usher Colleague at Worldsource Financial Management Toronto, Ontario, Canada, Canada View →
1 education record

Brad Blair, Cfp, Cim, Fcsi, Chs education

  • Canadian Securities Institute
    Canadian Securities Institute
    Finance And The Creation, Management And Protection Of Wealth
FAQ

Frequently asked questions about Brad Blair, Cfp, Cim, Fcsi, Chs

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

What company does Brad Blair, Cfp, Cim, Fcsi, Chs work for?

Brad Blair, Cfp, Cim, Fcsi, Chs works for Worldsource Financial Management.

What is Brad Blair, Cfp, Cim, Fcsi, Chs's role at Worldsource Financial Management?

Brad Blair, Cfp, Cim, Fcsi, Chs is listed as Wealth Advisor at Worldsource Financial Management.

What is Brad Blair, Cfp, Cim, Fcsi, Chs's email address?

AeroLeads has found 1 work email signal at @bmfg.ca for Brad Blair, Cfp, Cim, Fcsi, Chs at Worldsource Financial Management.

Where is Brad Blair, Cfp, Cim, Fcsi, Chs based?

Brad Blair, Cfp, Cim, Fcsi, Chs is based in Vancouver, British Columbia, Canada while working with Worldsource Financial Management.

What companies has Brad Blair, Cfp, Cim, Fcsi, Chs worked for?

Brad Blair, Cfp, Cim, Fcsi, Chs has worked for Financial Footprint Wealth Management, Worldsource Financial Management, and Cibc Investor'S Edge.

Who are Brad Blair, Cfp, Cim, Fcsi, Chs's colleagues at Worldsource Financial Management?

Brad Blair, Cfp, Cim, Fcsi, Chs's colleagues at Worldsource Financial Management include Jose Oledan, Dy Kim, Danny Sirignano, Hari Rajendran, and Betty Yuen.

How can I contact Brad Blair, Cfp, Cim, Fcsi, Chs?

You can use AeroLeads to view verified contact signals for Brad Blair, Cfp, Cim, Fcsi, Chs at Worldsource Financial Management, including work email, phone, and LinkedIn data when available.

What schools did Brad Blair, Cfp, Cim, Fcsi, Chs attend?

Brad Blair, Cfp, Cim, Fcsi, Chs holds Finance And The Creation, Management And Protection Of Wealth from Canadian Securities Institute.

What skills is Brad Blair, Cfp, Cim, Fcsi, Chs known for?

Brad Blair, Cfp, Cim, Fcsi, Chs is listed with skills including Wealth Management, Mutual Funds, Investment Strategies, Wealth, Investments, Bonds, Financial Planning, and Retirement Planning.

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