A strategic, sustainable approach

Wealth Planning

A strategic, sustainable approach

Wealth Planning

Blue Bridge organizes your wealth according to your needs and values.

Our prime objective is to provide you with peace of mind, knowing that your wealth is safeguarded and that it will be securely bequeathed. Therefore, we regularly evaluate management and transfer solutions for your assets to adapt them to your needs, in manner consistent with your values and objectives.

Blue Bridge works as a team and collaborates with a vast network of professionals in Canada and around the world in order to propose the best possible options to you.

Based on a thorough primary assessment of your situation, our team develops an understanding of your needs and helps define your objectives. We then suggest personalized strategies, solutions and tools. Finally, we provide proactive monitoring driven by legislative and financial changes in order to identify new opportunities and adjust our approach over time.

Domestic and international financial planning: Organizing your wealth according to your short- and long-term needs and values, along with our overall vision, in the context of appropriate family governance.

Trusts: Preserving your wealth and entrusting it to future generations through an adaptive and internationally recognized mechanism. Through our subsidiary, Blue Bridge Trust Company Inc., registered with the Autorité des marchés financiers (AMF), we coordinate the implementation, administration, and management of Canadian trusts.

Insurance: Anticipating risks to safeguard your family and your capital.

Our Swiss subsidiary, Blue Bridge Trust and Wealth Management Services SA, is a regulated member of the Association Romande des Intermédiaires Financiers. It acts as an asset manager for European clients and as a trust administrator, specifically for UK residents with non-domiciled status.

Your contacts within the team

Philippe Bouchard

Director – Wealth Planning

Member of both the Paris and Quebec Bars, Philippe holds a Juris Doctor in Common Law. He specializes in wealth planning and trust administration.

Patrick Gonzalez

Head of Trust operations

Specializing in wealth management banking operations, Patrick worked for nearly 10 years at Mirabaud Canada, in both the back office and as an account manager, before joining Blue Bridge.

Andréanne Gagné

Sports client manager and development

A former high-level athlete, Andréanne continues to live her passion by advising and assisting athletes in the management of their finances, particularly by establishing trusts for athletes.