Bespoke results
Bespoke results
Our open-architecture model allows our Investment team to choose a wide range of funds analyzed and selected according to their mandate, performance, and methodology. Our customized portfolios take into account your short- needs and long-term expectations, while adapting to your risk profile and liquidity needs.
Our Family Office structure offers you access to personalized support while providing you with advantageous management fees. Our investment team currently includes five CFAs (Chartered Financial Analysts) who constantly monitor international macroeconomic news and are equipped to deal with any type of scenario.
Whether to minimize risk or optimize performance, we believe that a diversified portfolio is critical. Thus, our expertise in traditional, alternative, and private investments ensures a balanced asset allocation.
Transparency and communication are essential in any financial relationship. Therefore, we regularly inform you of your portfolio’s status and provide you with a periodic performance report detailing the status of your accounts in the currency of your choice. This information is also available through your secure client portal on our website.
Our open-architecture model allows our Investment team to choose a wide range of funds analyzed and selected according to their mandate, performance, and methodology. Our customized portfolios take into account your short- needs and long-term expectations, while adapting to your risk profile and liquidity needs.
Our Family Office structure offers you access to personalized support while providing you with advantageous management fees. Our investment team currently includes five CFAs (Chartered Financial Analysts) who constantly monitor international macroeconomic news and are equipped to deal with any type of scenario.
Whether to minimize risk or optimize performance, we believe that a diversified portfolio is critical. Thus, our expertise in traditional, alternative, and private investments ensures a balanced asset allocation.
Transparency and communication are essential in any financial relationship. Therefore, we regularly inform you of your portfolio’s status and provide you with a periodic performance report detailing the status of your accounts in the currency of your choice. This information is also available through your secure client portal on our website.
Asset sustainability remains the common thread that runs through our investment strategies, and we ensure that every implemented solution addresses this primary objective. Constant monitoring of global economic events reinforces this approach in order to understand and assess possible short- and long-term impacts of traditional markets on your wealth.
That is why we engage a wide selection of specialized managers within private and alternative funds, which include those in the real estate, infrastructure, agriculture, and private debt sectors. Although private investment may be a significant portion of your portfolio, we adjust your investments according to your preferences.
The objective, where consistent with our clients’ goals, is to integrate a growing number of responsible managers, as well as sustainable economy funds, into Blue Bridge portfolios. Impact investing, which aims to provide a positive, measurable, and profitable social and environmental impact, is sure to grow within our offerings. In addition to exhibiting good financial performance, we support the idea that this type of investment is an essential driver for positive societal and economic transformation.
Within Blue Bridge, we have collectively changed our behaviours and consumption habits to reduce our ecological footprint, while offsetting our carbon emissions. As a result, our company has been certified as carbon neutral for several years.
We preserve, safeguard, and administer your assets through this service. This tool also allows you to collectively invest in private funds with relatively high minimum investments.
CIO ad interim
With nearly 30 years of investment experience, René joined Blue Bridge in 2014 after successively holding positions as a financial analyst, portfolio manager, and external fund manager at pension fund Bimcor, and Royal Bank of Canada. He holds an MBA and a CFA designation.
Portfolio Manager – Head of Research
With his CFA, CIPM, and CAIA certifications, Jean-Michel is an expert in both traditional and alternative investments. A member of Blue Bridge’s team since 2015, he uses his analytical mind to apply a methodical and balanced portfolio management strategy.
Director – Family Office
A lawyer by training as well as portfolio manager certified in Quebec and Ontario, Ron puts his years of experience in investment and governance to work for Blue Bridge’s clients and has developed a strong expertise in philanthropy.
Portfolio Manager – Head of Sustainable Investment
With nearly 15 years of experience in client portfolio management Julia manages client portfolios, selects investment managers, and leads the development of the responsible investment platform. She earned an M.Sc. in 2008 and became a CFA charterholder in 2013.