"I am very happy with the team – the team is attentive, alert and vigilant about my portfolio, responds immediately to my financial needs and desires, is always accessible, is knowledgeable and aware, and is friendly and open. Thank you for being all this!"
"[My Wife] and I have always been well looked after at CIBC Wood Gundy. We don't feel the need to have detailed "hands-on" information about the day-to-day-management of the funds, but when we do have questions, we are given clear and useful advice. Thanks for doing the job."
"When we sold our house, we weren't sure what to do with the proceeds from the sale. What we did know is that there was no way in hell we were going to invest in guns, tobacco or fossil fuels. We spoke to a few people in the know about how to invest our money ethically and we were pointed in the direction of Graham and Neil with their wonderfully named Blue Heron Advisory Group. We strongly believe that if you have spare cash, you have a responsibility to use it wisely and not blindly invest in companies that are destroying the planet or exploiting others. Graham and Neil have created a portfolio that has shown steady growth while giving us the peace of mind that our dollars are not funding unsavoury practices. Graham and Neil are there every step of the way, always willing to take the time to explain how our investments are doing, and best options to meet our personal needs. And, they are huge supporters of our business. We couldn't be happier with the service provided by The Blue Heron Advisory Group."
"Wonderful name and descriptors for your group; watchful, responsive, patient, sustainable and distinct! You have cared for me well for 14+ years and these adjectives are well-earned!"
"I have been happy dealing with Neil Chappell not only with the positive return of my families investment but the way he handles business with us which is more like a friendly and trusting relationship together with everybody in the team."
"Although I'm a small fish in the investing world, [Graham] has always taken the time to explain things and given me great advice over the years."
"I like the fact that someone always answers the phone and is prepared to have a conversation."
"Other family members and I have been long-time clients of Neil Chappell. With Neil's AMA (Advisor Managed Accounts), we have gained greater confidence and peace of mind about our investments. We travel frequently and are not able to manage our investments as well when we are away. The AMA options provide excellent choices for our risks tolerances and investment goals."