Maximizing Human Potential

Maximizing Human Potential

Creating strengths-based succession plans

Supporting Intergenerational Learning

Supporting Intergenerational Learning

Preparing socially and financially responsible heirs

Sustaining and Sharing the Legacy

Sustaining and Sharing the Legacy

Building a strong succession strategy

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Bridgegreen Capital is an Ottawa-Based Single Family Office, providing Wealth Management Services, Tax Planning and Next Generation Succession Strategies to shareholders within the Family Enterprise they serve.

WHAT WE DO

Giving
Investing
Learning icon
OUR COMMITMENT
The BCI Team is committed to preserving and transitioning all 4 pillars of wealth to the next generation so they acquire the tools, knowledge and resources they need to honour the Family legacy and become responsible stewards of wealth and influence within the Enterprise. 1:1 consultations and trusting relationships allow for individualized financial, personal development and legacy plans for our shareholders.

MEET THE TEAM

Jose Medeiros

President

Craig Jenkins

Vice President of Tax

Stephanie Traversy headshot

Stephanie Traversy

Vice President of Personal
Development and Governance

Lucy Ma

Director of Financial Reporting and Tax Compliance

Bridgegreen’s dedicated team of professionals are trusted advisors, seasoned personal development specialists and experts in Family Governance.