Blue Heron Advisory Group
Planning isn't something you do simply to check a box and say "it's done." We think the only important plan is the one you use – to identify issues, to discuss potential solutions, and to make informed decisions. Our 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. Our plan…YOUR plan…is consistently reviewed and updated. A plan is not a static projection. It is a continual process that changes with you. Your needs and circumstances change over time. A powerful and meaningful plan changes with you. We strive to make your plan as flexible as possible, and one that can deal with a variety of life's events. "What is Important to You?" is always at the centre of our process. Taking a patient, long-term approach to managing your wealth means we build long-term, trusted relationships with you and your family. We have the scale, flexibility and independence to tailor solutions just for you. Our detailed Wealth Management Approach considers:
Retirement Income Planning
We also have a series of articles about some of the services or products you may not know we provide. We never want to hear our clients say, "I didn't know you did that."
Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including: