gwen harvey: biography

Gwen K. Harvey, B. COMM., CFP, CLU, CH.F.C., TEP

Education and Professional Designations:

  • Registered Trust and Estate Practitioner (TEP), 2002
  • Certified Financial Planner (CFP), 1996
  • Chartered Financial Consultant (Ch.F.C.), 1993
  • Chartered Life Underwriter (CLU), 1989
  • Bachelor of Commerce (B. Comm), University of Toronto

Business and Community Involvement:

  • Member, University of Guelph Investment Subcommittee - since 2015
  • Chair, Wealth & Estate Planning Group Advisory Committee - since 2015
  • Director, St. Michael's Hospital Foundation - since 2014
  • Canadian Family Office Forum Steering Committee Member - 2012 to 2014
  • Advisory Council member, Studio 180 Theatre - since 2012
  • Past Governor, Bishop Strachan School
  • Past Director, Dignitas International
  • Member, Society of Trust & Estate Practitioners (STEP) - since 2002
  • Member, The Philanthropy Workshop - Institute for Philanthropy (formerly at the Rockefeller Foundation) - since 2002
  • Heritage Governor, Royal Ontario Museum (ROM) - since 2014
  • Governor, Royal Ontario Museum (ROM) Foundation Board - 2002 to 2014
  • Director, the Patrick & Barbara Keenan Foundation - since 1999
  • Member, St. Michael's Hospital (Toronto) Research Institute - since 1999
  • Director, Keewhit Investments Ltd. - since 1996
  • Charter Member, Conference of Life Underwriters (CALU) - since 1992
  • Speaker to Financial and Insurance Planning Professionals - since 1985

Awards: