Growth
We invest in ourselves with a commitment to continuous improvement and the pursuit of excellence in all that we do for our clients.
Accountability
We take initiative to achieve successes and prevent failures, recognizing that we are jointly accountable for both.
Integrity
We employ ethical standards and can be trusted to perform our responsibilities in a professional, respectful, trustworthy and confidential manner.
Teamwork
We value, recognize and leverage each person’s unique contributions and are unified in our efforts to achieve BridgeGreen’s Vision and Mission.
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.
Jose Medeiros
President
Craig Jenkins
Vice President of Tax
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.