Innovative Realistic Generous

Our Company


Innovative Realistic Generous

Our Company


Blue Bridge: a team dedicated to families

Keeping our clients’ interests paramount , we assist our clients with professionalism within a global and independent structure.

We have been working with ultra-high-net-worth families and individuals who wish to preserve, increase, and share their wealth for two-decades . In order to meet our clients’ specific needs, we design a multi-disciplinary approach that can include investment management, financial planning, family governance, and philanthropy. Our purpose is two-fold: to safeguard our clients interests and assets in a sustainable manner; and to guide them towards achieving their goals through innovative, efficient, and highly personalized solutions .

Keeping our clients’ interests paramount , we assist our clients with professionalism within a global and independent structure.

We have been working with ultra-high-net-worth families and individuals who wish to preserve, increase, and share their wealth for two-decades . In order to meet our clients’ specific needs, we design a multi-disciplinary approach that can include investment management, financial planning, family governance, and philanthropy. Our purpose is two-fold: to safeguard our clients interests and assets in a sustainable manner; and to guide them towards achieving their goals through innovative, efficient, and highly personalized solutions .

Our multi-talented team’s mission is to generate value for our clients so as to a positively impact on their families and the world in which we live in.

At Blue Bridge, we strive to provide a socially and environmentally responsible work environment. We support our employees’ well-being by supporting principles of social justice, pay equity and parity , while maintaining a healthy work-life balance. Cognizant of our environment, we have collectively changed our behaviours and consumption habits in order to reduce our carbon footprint, while offsetting our emissions. As a result, Blue Bridge has been certified as carbon neutral for several years. In addition, we contribute to society's positive transformation through our Blue Bridge Foundation for Children, whose mission is to improve the education, health, and well-being of underprivileged children.

Family Office: Our Definition

A Family Office goes beyond bespoke investment management. It provides more comprehensive, highly personalized assistance, while coordinating asset management with the enhancement and preservation of family harmony. Family officers must be attentive, rigorous, loyal, and professional all of which results in relationships of trust with their clients and the achievement of their short- and long-term goals.

Our History

Blue Bridge was founded in 2002, as a Montreal-based wealth management consultant. Our initial goal was to fill the gap of personalized wealth management services offered by traditional banks and the needs of wealthy families . Blue Bridge’s unique approach and unbridled creativity quickly allowed it to expand in Europe, where it developed strong ties with a diverse international and multigenerational clientele. Operating on two continents, Blue Bridge is comprised of highly qualified professionals in their respective fields. It is now a recognized financial institution and an independent family office whose main purpose is to provide clients with the type of service and performance that they have come to expect.

Regulations

Blue Bridge and its subsidiaries, Blue Bridge Trust Company Inc. and Blue Bridge Insurance and Financial Planning Inc., are registered with the Autorité des marchés financiers (AMF) of Quebec. Blue Bridge also holds a Portfolio Manager licence issued by the Ontario Securities Commission (OSC).

Our Swiss subsidiary, Blue Bridge Trust and Wealth Management Services SA, is a regulated member of the Association Romande des Intermédiaires Financiers and acts essentially as an asset manager and trust administrator for European clients.

Alain Roch

President and CEO – Blue Bridge

Mark D’Souza

Partner, Executive Vice-President and CFO – Blue Bridge

Cédric Cayla

Partner and Senior Vice-President – Blue Bridge Ltd Europe

William Hart

Lawyer, Partner – Langlois Avocats

Alain Roch

President and CEO – Blue Bridge

Mark D’Souza

Partner, Executive Vice-President and CFO – Blue Bridge

Julie Elmlinger

Vice-President, Legal Affairs and Human Resources – Blue Bridge

Alain Trudeau

FCPA, FCA, Corporate Director

Antoinette Bozac

Lawyer, Senior Partner – Norton Rose Fulbright

Marc Duquette