Andrew Seely
Thoracic Surgeon | Intensivist | Researcher | The Ottawa Hospital
Kathy Patterson
Entrepreneur | The Loot Bag Lady | Co-Founder Giving Gertie | Non-Profit
Blair Whitford and LocusMD has provided comprehensive, individualized, transparent and thoughtful advice and support for all things financial. His integrity, wisdom, responsiveness, and incredible team are reassuring and immensely valuable in turbulent times. We recommend him very highly.
Geoffrey Dervin
Orthopaedic Surgeon | The Ottawa Hospital
I have been thoroughly happy and especially impressed with Blair's management of my portfolio. As a physician I have especially appreciated the diversification brought by top end managers in alternative assets, fixed income, credit alternatives and private equity that are simply beyond the reach of a typical retail investor. He has gained the trust and respect of Canada's top private wealth managers which has given me access to these investments. It has taken a lot of anxiety away from the recent draw down in the public markets because of the diversified uncorrelated protection he has provided.
Eva Amos
Retired | Widow of the late Harry Amos, Oral Surgeon | Argyle Associates
My late husband and I met Blair as clients of another financial advisor’s office. We had been given some poor advice and quite honestly, I’m not so sure where we would have ended up if it wasn’t for Blair. Blair took us under his wing and helped us in every which way he could. This was 13 years ago and all I can say is I could not have done everything that was required after my husband's passing ‐ and the paperwork has never really stopped, even after 3 1/2 years. He would often come to our house instead of us meeting him at his office. He’s always there with a helping hand when I’m overwhelmed with all the paperwork. He watches over my investments as if they were his own. My portfolio has stayed consistent throughout the ups and downs of the unstable markets. I would highly recommend Blair as your financial advisor.
Darrin Meehan
Legal Lead Canada | Accenture
Monika Meehan
Educational Assistant | OCCDSB
I have entrusted my financial well‐being to Blair for close to a decade, and it remains one of the smartest decisions I have ever made. Blair has deep subject matter expertise in the world of investing and personal finance and has the rare capacity to explain complex concepts in an easy‐to‐understand way, so that his clients understand what is happening in their portfolio, and the options available to them. He provides constant updates, and arranges regular, scheduled meetings so that his clients are always informed of what is happening in their portfolios. Most importantly, Blair takes the time to meet with you and understand your financial position, appetite for risk and short and long‐term goals and designs and implements a portfolio that responds to that; this is a highly personalized offering/service, not a “one‐size fits all” box‐store approach to investing and personal finance.
Scott Tessier
Chief Executive Officer | Canada-Newfoundland and Labrador Offshore
Petroleum Board
I highly recommend Blair. He has provided me with unfailingly wise investment advice and sound financial counsel for many years, with terrific results. He provides customized, proactive planning and follows through with an exceptional ability to anticipate and mange through market turbulence. Blair’s network is extensive, and I have full confidence in his knowledge, foresight, and integrity. My wife and I have three children and it is very comforting to know that my family’s financial future is in such great hands.
Claire Blessing
Managing Director | Client Wealth Management | Onex Gluskin Sheff
I’ve had the absolute pleasure of working with Blair and LocusMD for the past several years. In my 20 + years in the financial industry, his passion for markets and his clients is simply unparalleled. In his CFO role, his ability to protect clients' capital in more volatile times and achieve superior risk adjusted returns vs benchmarks is remarkable. Blair is the definition of a trusted advisor for his clients ‐ I would highly recommend him!!
Mei-Lan + Mark Morton
Retired Educators | Now Working For Fun
It is with great pleasure and confidence that we recommend Blair Whitford and LocusMD to navigate your financial oversight needs. We have worked with Blair for numerous years and have always had the utmost respect for his breadth of knowledge, experience, and attention to detail.
Blair has maintained solid connections with highly regarded organizations within the investment community and through his reputation and continued diligence, he has access to top notch wealth management and investment groups, ones which are not readily available to the general public. He scrutinizes every product and understands the fluctuating markets and establishes both long‐term and short‐term goals that are both risk appropriate and visionary.
Blair Whitford is trustworthy, committed, ethical and principled. His personal touch is so appreciated. He listens carefully to our goals, apprehensions, and needs to guide and equip us to make informed decisions. He then executes the logistics and ensures that our portfolio is well monitored and healthy. We are regularly updated, and our money is accessible. Blair connects with our accountant to ease the burden during tax season and facilitates “paperwork” associated with accessing money, modifying investments, and other issues regarding our finances and estate planning. All communication is prompt, efficient and personal.
Our investments are uniquely diversified, well balanced in terms of risk and regularly modified to adjust to the most current economic climate. LocusMD has access to leading economic strategists whose projections influence and protect our portfolio.
We are grateful for everything Blair and LocusMD continue to do for us. Blair’s trusted advice, diligence, and flexibility has truly been instrumental in alleviating the usual stress and anxiety associated with short‐ and long‐term financial planning. We so appreciate Blair’s expertise and the excellent financial oversight he has provided for our family.
Paul Brenner
Retired Software Engineer | Kinaxis
Caroline Pope
Retired Software Engineer | Ericsson
We have worked with Blair for 15+ years and he has always provided clear and actionable advice. He is dedicated to researching and implementing investment strategies that provide for balanced investing with an emphasis on capital preservation in challenging markets. Blair has successfully advised us through our working lives and now we are enjoying retirement!
James Stellick
Managing Director | Focus Asset Management
I have had the pleasure of working with Blair Whitford and LocusMD clients for years. It is evident to me the value Blair provides to his clients, and the piece of mind they feel knowing that all their financial affairs are organized, aligned, and optimized.
Ron Buchanan
Senior Director R&D | Ribbon Communications
I've been investing with Blair for over 25 years now and I can't say enough about the type of person and the quality of work he does. Throughout these years there have been many financial crises that we've weathered and even taken advantage of. Blair is always on top of things, making changes to our investment strategy as our portfolio grows and our overall financial needs change to give us great returns while protecting us from downturns. Thanks to Blair we're on track for a healthy retirement balanced with having fun along the way.
Marilyn Baird
Retired Nurse | Ottawa Hospital
As a long‐time client of Blair Whitford, I can unequivocally vouch for his availability, approachable personality, and professional ability with regards to my investment portfolio. Blair is attentive to my concerns, respectful of my needs and values as a retiree, and offers thorough explanations of present and future investments. Prudent and trustworthy, he is forward thinking and diligent, with an in‐depth knowledge of ever‐changing investment challenges. I most certainly trust in Blair’s ability to maximize the value of my investments on an ongoing basis.
Michael Ceccarelli
Registered Portfolio Manager | Canadian Asset Manager
I have had the pleasure of knowing and working with Blair for almost 20 years. He has strong moral fiber and cares deeply about each and every family he works with. I find Blair’s approach with his client base to be consistently proactive and thoughtful.
Jean-Marc Collin
Associate Director | Elections Canada
Martine Perrier
Teacher | Conseil des écoles catholiques du Centre-Est
“I am very pleased to recommend Blair Whitford. He has provided my wife and I with very solid advice for many years now on all aspects of financial planning. He takes the time to understand his clients and customizes his advice based on their situation. He also has an excellent grasp of the big economic picture. I can confidently state that our family would not be in the good financial position that we're in without Blair. It's that simple.“