Blueprint Advisors is a family-run business that caters to a diverse range of clients, offering tailored portfolio packages to help clients achieve their financial goals. Originally established as CCA Financial Planners in 2007, the business restructured in 2012 to become BluePrint Advisors. Led by Charbel Boutros, a seasoned Financial Adviser and Mortgage Broker, the team prides itself on reliability, honesty, and professionalism in delivering timely financial advice to ensure client satisfaction and success.
Blueprint Insurance, under the direction of General Insurance Broker Anthony Latouf, provides a wide selection of insurance products at competitive premiums. With a focus on understanding clients’ needs and offering personalized solutions, Anthony excels in building strong relationships with clients and guiding them through the insurance process, including claims. The business values a client-centric approach and is committed to delivering exceptional service to meet the diverse insurance needs of individuals and businesses.
With a wealth of experience in the General Insurance Industry, Senior Associate Robert Ross serves as a consultant to BluePrint Insurance, bringing over 40 years of expertise to the team. His mentorship and industry knowledge contribute to the business’s commitment to excellence in insurance broking. Blueprint Advisors and Blueprint Insurance work together seamlessly to provide holistic financial advice and insurance solutions, ensuring clients receive comprehensive support for their financial and insurance needs.