Our company

Innovative, Transparent, Objective, Discreet

Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002…

…with a subsidiary in London and a branch in Lausanne. We have more than $3B CAD in assets under trust administration services and more than $1.75B CAD in portfolio management services with Canadian and international clients. Blue Bridge is registered as Portfolio Manager with the Autorité des marchés financiers du Quebec (AMF) and the Ontario Securities Commission, and as Investment Fund Manager and Exempt Market Dealer with the AMF.

Blue Bridge is an innovator in the financial services industry, having pioneered the use of the Canadian trust as an international fiscal, estate and financial planning tool for families whose members live all over the world.

To meet the increasingly complex needs of our global clientele, Blue Bridge employs a multi-faceted approach that encompasses: public and private investments, estate planning, domestic and international taxation, philanthropy, family development and intergenerational wealth transfer. Our clients’ needs are addressed by a staff that includes seasoned investment professionals, wealth managers, lawyers, accountants, tax experts and insurance advisors.

Our Culture

We are committed to the advancement of the varied interests of, and to providing the best available advice and service to, the individuals and families who look to us as trusted counselors and fiduciaries. We endeavor at all times to pursue these goals in a manner consistent with the high standards of confidentiality, transparency, objectivity and professionalism that have been the hallmarks of our firm since its inception.

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