BridgeWater Family Wealth Services
Founder and President Message
Thank you for your interest, and sincere thanks to all of our clients and partners for your trust and support over the years.
As of January 1, 2025, BridgeWater is no longer accepting new clients or project work. – Gwen Harvey
Our Services
Over the years, we supported individuals, families, and business owners with comprehensive, long-term financial planning. Our approach focused on aligning financial decisions with personal values, protecting what matters most, and creating thoughtful strategies for the future.
We provided integrated financial planning that brought together tax, insurance, investments, retirement, and estate planning into one coordinated strategy.
We supported families in defining their values and intentions around wealth, helping guide long-term decision-making and legacy planning.
We worked with clients to align investment management with broader financial goals through structured planning and oversight.
We assessed and managed financial risk, including insurance, income protection, and estate considerations, to help safeguard long-term security.
We helped families prepare the next generation for wealth and responsibility through thoughtful planning and guidance.
We supported strategic charitable giving, helping clients focus their philanthropy for greater impact.
We advised business owners on protecting and structuring their companies through tax-efficient and long-term planning strategies.
About Us
Gwen K. Harvey: Biography
Education and Professional Designations
Gwen is a Bachelor of Commerce graduate from the University of Toronto and over her forty-year career in the financial services industry she held, and has now relinquished, the following designations: Registered Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Chartered Financial Consultant (CH.F.C.), and Chartered life Underwriter (CLU).
Business and Community Involvement
Gwen continues in the following roles:
• Director, St. Micheal’s Hospital Foundation
• Member, St. Michael’s Hospital (Toronto) Research Institute
• President, the Patrick & Barbara Keenan Foundation
• Director, Keewhit Investments Ltd.
• Founder, Women in Foundations
• Advisor, The New Farm Centre
Gwen’s past business and community involvement has included:
• Past Governor, Royal Ontario Museum (ROM)
• Past Governor, Bishop Strachan School (BSS)
• Past Director, Dignitas International
• Past Member, University of Guelph’s Investment Subcommittee, Studio 180 Advisory Council, Canadian Family Office Forum Steering Committee, & Wealth & Estate Planning Group Advisory Committee.
Fiction Writing
Gwen K. Harvey is the author of two published fiction novels, The Acquisition of Elizabeth Grace, and The Girlfriend Book, both available on Amazon or by order from your local bookstore. She is a graduate of the University of Toronto’s Creative Writing Certificate and is currently enrolled in GRANTA’s Literary Novel Writing Program out of the UK. She has a third novel completed and a fourth in progress. For more information, please visit www.gwenkharvey.com
