gwen harvey: biography
Gwen K. Harvey, B. COMM., CFP, CLU, CH.F.C.
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 - 2015 to 2018
- Chair, Wealth & Estate Planning Group Advisory Committee - 2015 - 2018
- 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) - 2002-2018
- 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
- President, the Patrick & Barbara Keenan Foundation - Director 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:
