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.
Alicja Brown is a Senior Wealth Advisor with CIBC Wood Gundy, dedicated to helping individuals and families align their wealth with their values through personalized investment strategies.
She specializes in developing comprehensive wealth plans that integrate Environmental, Social and Governance (ESG) factors to manage risk, enhance long-term returns, and drive positive impact. Alicja’s mission is to empower her clients to confidently navigate complex financial decisions and achieve their long-term objectives in a rapidly evolving economy.
Alicja holds the Responsible Investment Advisor Certification (RIAC), the Certified Financial Planner (CFP) designation, and is a Chartered Investment Manager (CIM). She was named a Fellow of the Canadian Securities Institute (FCSI) in 2024 and was honoured to serve on the Board of the Responsible Investment Association of Canada for six years. She passionately looks forward to a future where ESG integration is standard practice in the investment selection process.
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.
With a focus on socially-responsible investing, Scott Boassaly advises individuals and organizations with a unique combination of values-based investing, financial planning and wealth management. His expertise and close partnership with responsible investment fund companies enables his clients to invest confidently in a values-based way, all while benefiting from sound advice on addressing the financial needs of their families or stakeholders.
Come find your balance with us.
WEALTH PLANNING IS ABOUT MUCH MORE THAN MONEY.
True wealth is defined as the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
The Blanchard Group helps you and your family redefine your relationship to money through financial independence planning and a sustainable investment strategy that integrates environmental, social and governance factors – so you can focus on living your abundant life.
We believe the best way to generate superior risk-adjusted returns is to fully incorporate long-term environmental, social and economic trends within investment decision-making.
Please contact us or visit our website to learn how we can help you create a life in alignment with your deepest values.
With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.
Build Wealth. Build a Better World. We can help you do both. We’ve been advising individuals, families, professionals, and small non-profits and endowment funds for more than 20 years. We use proprietary screens and select money managers to manage portfolios on both a discretionary or non-discretionary basis, all with a responsible investment focus. Our caring services include retirement, estate, and legacy planning to ensure our clients’ wealth helps them achieve their goals through all stages of their life.