corporate profile

BridgeWater Family Wealth Services helps established families manage all aspects of their wealth – from planning, protecting and sustaining the wealth to inspiring their children and making their mark. We have the tools and processes to help you articulate and document a clear intention for your wealth so that the available financial strategies and structures have real and lasting impact.

Our clients are individuals, business owners, executives and their companies. We are catalysts in helping clients complete ‘unfinished conversations’ about all aspects of their wealth. The outcome is a far greater satisfaction in doing and implementing instead of circular discussions that can lead to little or no progress.

Established families rely on BridgeWater’s expertise in two core areas:

  1. Strategic wealth planning
  2. Innovative and non-traditional uses of traditional products and structures

We believe these services are not performed well for many affluent families today. As a result, these families do not use planning, products and structures to their full potential. Our role is to help change this.

For over 30 years, Gwen Harvey, founder and President of BridgeWater, has worked with families facing the complexities inherent in multi-generational wealth. Gwen is a Chartered Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Registered Trust and Estate Practitioner (TEP). In conjunction with her family foundation, Gwen attended The Rockefeller Foundation's Philanthropy Workshop. She serves as a director of the Patrick & Barbara Keenan Foundation in Toronto.