Greer appreciates serving the community as part of a strong Private Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 30 years, the last 25 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director (and a term as President) of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). She & family are also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.
Type of License: IIROC
Ryan Colwell
Specializing in Socially Responsible Investing since 1997. We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in in all that we do.
As a Certified Financial Planning Professional, Ryan’s primary goal is to empower his clients to proactively reach their financial independence and dreams. Ryan understands the value of communication and being accessible to his clients. He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out funds that place a high priority on “active engagement” meaning fund portfolio managers urge their fund companies to improve performance in environmental, social and corporate governance (ESG).
Ryan is a proud member of the Responsible Investment Association and leads, through example, a green and conscientious lifestyle. Servicing the GTA and beyond, Ryan is the two time winner of the Wealth Professional SRI Impact Investing award 2015 and 2016.
Linson Chen
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity. It’s about learning your aspirations and your goals, then building a personalized plan to reach them.
For people seeking financial well-being, we provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.
My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
Neil Chappell
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.
Tom Caldwell
We provide comprehensive investment and financial planning with a screen for socially responsible companies in both Canada and the United States.
Alicja Brown
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.
Genevieve Blanchard
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.
Charlene Birdsall CPA CMA CIM RIAC CFP
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.
Ginny Arnott-Wood
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.