Our Services

An introduction to our services, team, and process

You’ve likely been referred to us by a trusted friend, family member, or perhaps your family lawyer or accountant. While that trust speaks volumes, we believe it’s equally important that you hear from us directly about who we are – and why we believe we are the right team to help you manage your wealth.

At the heart of our approach to Wealth Management are two key principles: responsibility and accountability.

Responsibility is about execution – making sure that every step of your plan is implemented effectively.

Accountability is about outcomes – ensuring that the results align with your goals.

Our team is built from the ground up to excel in both. Unlike many in our field who may outsource execution or blur accountability, we bring both Financial Planning and Portfolio Management expertise together under one roof. This ensures seamless execution and clear, measurable outcomes – all managed by the team you’ve chosen.

We don’t play “hot potato” with your plan or investments. Your strategy remains in the hands of our dedicated experts from beginning to end.

The most valuable time we spend is the time we spend with you.

Your role is to help us understand your unique situation, your values, your goals, and your aspirations. Our role is to listen, to ask the right questions, and to earn your trust so we can build a tailored plan that truly fits your life.

 

“Life changing. [IC Blue Heron] has provided peace of mind for the future and especially in retirement. They have been very supportive in terms of understanding my financial needs and adjusting my portfolio accordingly.

We can't predict the financial future in such an unstable world, but I feel more confident for mine with Graham and IC Blue Heron on board.”

- Brenda K

We take deep pride in what we do

Helping individuals and families better understand and achieve their goals is a responsibility we take personally — and a privilege we never take for granted.

We work with multiple generations of families, and because this is a long-term commitment, our team is built to last. We’re structured as a multi-generational team so we can serve you and your family — not just today, but for the decades ahead. This means you can feel confident knowing that your financial strategy will be supported not only by a capable team today, but by a team that is intentionally built to serve future generations with the same values and integrity.