A Holistic Approach Focusing on the Long-Term
We provide integrated and strategies asset management solutions and investment consultancy for families in business.
Expect More from Your Assets
Asset management and growing your portfolio is key to creating a lasting family legacy.
Control Expenses
Without routine checks, you may suffer financial losses due to taxes, insurance and maintenance fees.
Meet Goals
An asset management strategy is key to identifying challenges and staying on track.
Create a Legacy
Do your assets reflect your values and is there a plan in place for them to carry through in your absence.
The Collaborative Approach to Asset Management
With rising real estate costs and more competition for good rental properties, a professional asset manager can help ensure that you are maximizing your profit potential. We specialize in the following services:
Property Asset Management
We can help maximize yields, monitor the market and keep you advised on the latest real estate trends.
Real Estate Asset Allocation
Balance risk and return with an investment strategy that diversifies your investment types.
Asset Life Cycle Management
Understanding the life cycle of each of your assets will enable you to make better decisions and reduce risk.
Financing
We can help with commercial and residential financing, syndication investing, construction financing.
See how our other divisions can support your legacy planning.
Sustainability for the Global Good
There are increasing stresses on society that asset owners and investors should take into consideration to be successful over the long term. It is advisable to understand how your assets may be impacted by:
- Resource scarcity
- Degrading environments
- Climate change
- An aging and increasing population
Schedule
a Free Consultation
We’re here to help grow your portfolio and create a lasting family legacy.
Ottawa, Ontario Canada
613.883.3366
Send an email
At BGEI we look towards the bigger picture which includes a detailed look at your assets now and how they fit into a larger plan for creating your legacy which includes considering your unique family dynamic.
- Environment considerations
- Sustainability for future generations
- Resilience from external impacts
- Life cycle considerations
- Adaptability to succession planning
Leadership
Phyllis Bourne
Founder and Chief Executive Director
Phyllis is the Founder and Chief Executive Director at BGEI. Her credentials equip her with the knowledge and experience to help but it’s her passion that really sets BGEI apart.
Advisor Team
Kwesi L. Bourne
Asset Management, Commercial Real Estate, Acquisition, Disposition, Mortgage Financing
Kwesi L. Bourne, is a licensed professional in the Commercial Real Estate industry who puts a high value on market research. He is an active member of many Real Estate Investment organizations as well as registered member of the Commercial Services Division. Kwesi is one of the most knowledgeable in the business in regards to assessing opportunities, finding off-market opportunities and helping you achieve the highest return on your investment achievable.
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