Melanie Gotts and Blair Sweeney understand that serving clients’ financial and investment needs begins with building strong, lasting partnerships. They focus on listening to each individual client because they believe everyone’s needs and financial goals for the future are unique. As a result, they take the time to ensure your portfolio is customized just for you.
With more than 40 years of combined experience in the financial services industry, Melanie and Blair have a long track record of putting their clients – and their needs – first.
Offering a wide range of investment services, Melanie and Blair are committed to helping you achieve your financial goals. A comprehensive array of quality investment alternatives are available and tailored to the specific needs of each individual investor.
Before joining Raymond James as a portfolio manager, Melanie worked at another financial services firm for over 26 years, helping individual clients manage their investment before and during their retirement years. For over 18 years, Blair has assisted Melanie and her clients with research, portfolio construction and financial planning.
Melanie graduated the University of Saskatchewan with a Degree in commerce. She also has her Certified Investment Management (CIM®) designation, insurance license, and registered as a portfolio manager (PM). Melanie is able to help both Canadian and US clients with their investing needs. Blair is a professional engineer (P.Eng.), and also has an MBA.
Associate Financial Advisor
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