Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Shelley and I met Michael over 25 years ago when we were looking for someone to provide direction for our financial future. So to start, let me say that now we are both happily retired and financially secure. It is the best time of our lives. What else can you expect from your advisor? Michael got us to where we are today.

Michael is genuine. He is sincere, cares about the well being of his clients, prompt to address issues of the day, and always provides steady guidance, especially during turbulent times. There has been more than one occasion to be sure when he calmed me down and focused my attention on the long term picture. That in itself was invaluable.

Most importantly, Michael is our friend. We care about his family and his well being. He has a razor sharp mind, and not one to use hyperbole, tells it like it is.

Finally, Michael is a tremendous citizen of the community, his volunteerism in Canada is well documented. Michael is the consummate professional and we are so proud of our friend. 

Ross and Shelley Y. (March, 2017)


 I feel very confident recommending Doug to anyone looking for a competent, affable and knowledgeable financial advisor. He is a true professional and is an unbelievable listener who is organized, punctual and has an uncanny ability to remember details of your concerns, birthdays and all that is important to you. 

Alice A. (Realtor)


 Doug Blaylock is a remarkably talented advisor who is passionate about guiding his clients through the complexities of wealth management. With his breadth of knowledge and experience, Doug is able to effectively engage his clients in disciplined planning-based discussions to discover what’s important to them. Doug takes pride in doing the right things for his clients in preparing them for expected and unexpected life transitions. Preparing for such transitions is what wealth management is all about, and Doug has proven to be a source of sound advice. 

Marcel L., CFA