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 our 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.
Patrick entered the financial industry in 2011 after returning from a six-month teaching trip in London, England. As a certified teacher with a keen interest in finance, Patrick was inspired to combine his skill set. Once landed back in Canada he quickly began his journey to becoming a Financial Advisor – it was a natural fit!
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. Now a Certified Financial Planner, Patrick assists clients in making calculated steps toward their retirement, tax, and estate planning goals. And he does so in a friendly and common-sense manner that is easy to understand – he is a teacher after all!
Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.
Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.
When not at the office, Patrick is spending time with his wife Rita, and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.