We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.

The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.

Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.

We have the scale, flexibility and independence to tailor solutions just for you.

Services Offered in RI
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Saskatchewan
  • Yukon
  • Alberta
  • British Columbia
  • Nova Scotia
  • Ontario
  • Prince Edward Island
  • Quebec