Full service advisory business supporting life’s changes and providing guidance with personal and business planning strategies.
Services offered: Charitable giving
Rick Morson
Following an educational approach to managed money and focusing on how the different investment styles and disciplines complement each other to reduce risk, allows you to stay fully invested when you need to be.
Rick Morson has been an Investment Advisor on Vancouver Island for over 30 years. He has been proud to call the Comox Valley home for the past 22 years. Rick believes in contributing both personally and professionally to the remarkable Comox Valley.
As an Investment Advisor, Portfolio Manager Rick specializes in income oriented investments and has a diverse portfolio of private and public-sector clients. He takes an educational approach to advising his investors and clients. Over three decades of experience has taught Rick that the most successful investors are those who participate in the process and take advantage of learning opportunities.
As Rick designs a plan based on your values, he also applies those principles to your investments by offering responsible investment options. Responsible investment is the integration of environmental sustainability, social responsibility and corporate governance factors (ESG) into the selection and management of portfolios. It’s about managing risk to long-term shareholder and stakeholder value by analyzing ESG factors alongside of traditional financial ratios and research.
Rick believes responsible investments will allow his clients to leave a greater legacy for their children and grandchildren. It also provides him, in his role as your Investment Advisor, an opportunity to advise, educate, and leave the world a better place.
Heather McLeod
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
Russ Lazaruk
I believe that successful investing is more than just a numbers game. As a leader in both the non-profit and business sectors, I have learnt that building and growing a sustainable enterprise requires the integration of financial & economic considerations with environmental, social and governance (ESG) issues.
My investment career began over 25 years ago after a diverse background of farming, forestry and soldiering. I have worked with boutique investment dealers, a major Canadian bank owned dealer and a Global Investment Bank. I am currently a Managing Director & Portfolio Manager of a multi-family office and Investment Counsel. Previously I have served as a branch manager and associate director responsible for teams of advisors which added to my broad career experience and skills. Nevertheless, the well-being of my clients is, and always will be, my primary focus.
All of my clients benefit from a systematic process that allows me to assess their needs and build a plan that will guide them to their goals. In doing this I take into account their personal values that may affect their investment choices. The investment process is no less rigorous and integrates financial analysis with ESG considerations.
I hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I have also earned the Responsible Investment Specialist (RIS) and Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association and PRI Academy.
Work aside, my community volunteering keeps me active as chair/director (current & past) of a number of Greater Victoria organizations including Camosun College, Garth Homer Society, Duke of Edinburgh Awards Society, the Saltspring Island Advisory Planning Commission (Islands Trust), and Greater Victoria Public Library. I am also a Rotary Club member.
Paul Lannan
With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships built on trust, integrity, and exceptional client service. Whether you are looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life.
Gary Lambert
We work with a limited number of clients to assist them in achieving the wealth they need for their lifestyle goals.
Graham Isenegger
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.
Janice Honeyman
Janice is a trusted Investment Advisor to high net worth conservative investors, small businesses, corporations, institutions, estates and foundations. She currently manages a multi-million dollar client base, customizing investment and financial planning strategies to meet the individual needs for each of her clients.
Janice believes that each investor’s needs are unique and investment and financial planning must reflect that reality. In addition, she understands that preservation of capital is of paramount concern and can be best obtained with a well structured, diversified portfolio.
The process leading to financial independence usually begins with a complete review of current and future life goals. Everyone is different, with individual expectations and objectives. With goals based investing, these goals drive every decision made in regards to managing wealth.
It is important to develop a customized investment strategy, matching expectations with what is realistic and comfortable for each client in terms of risk. Janice often works in collaboration with a wide range of professionals in the legal, accounting and financial planning fields to meet her clients’ specific needs and goals.
Darcy Hermary, CFP®, CLU
I grew up on a horse farm and lived in Alberta until attending the University of Western Ontario. My wife, Helen, and I now live in Caledon with our twin son and daughter. I enjoy many things in life including: humour; reading; music; food; photography; skiing; cycling; hiking; and coaching my son’s baseball team. I have a strong interest in environmental issues and social responsibility.
I began my career in financial services in 1991 and have worked to achieve designations such as: Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I enjoy talking with members about responsible investing and charitable giving. I am able to put members at ease and bring simplicity to our conversations, especially when discussing the sometimes complex world of investments and financial planning.
John Hastings, CFA MBA
Situated in the heart of this Nation’s capital, John Hastings provides responsible and impact investing services to both private and institutional clients. His proprietary process enables him to build investment portfolios tailored to the specific needs and wishes of all of his clients. His current client’s include Inuit organizations, foundations, non-profit organizations, high net worth families, business owners, and professional athletes.
As a former member of the Canadian National Kayak team, and an alternate on the 2012 Olympic Team, John witnessed first-hand the impact of climate change on the rivers he raced, and the communities he had the privilege to visit. John’s new passion consists in finding solutions to climate change and the many other challenges facing our society.
John earned his MBA from the Telfer School of Management, and is a CFA Charter holder. He is on the Impact Investment Committee at the Ottawa Community Foundation, a member of the Investment Committee at the Hnatyshyn Foundation, a board member for the Canadian Athletes Now Fund. He guest lectures on responsible investing at the University of Ottawa and is a student mentor at the Sprott School of Business.