John Davis John Davis
Managing Director

A co-founder of WealthBridge, John has over 20 years of experience advising and supporting the wealth management needs of senior corporate executives.

Prior to WealthBridge John was with Corporate Planning Associates (CPA). As a Senior Vice President he established their Calgary office in 1998, and then built a client base that included many of Canada's most prominent corporate executives and their families. In 2006 John became an initial member of CPA's Investment Committee, and in 2007 he was appointed to CPA's Management Committee. In December 2009 Corporate Planning Associates was acquired by Scotiabank.

Athletically, John was a player with the Edmonton Eskimos football club in the early 1990's, and he won a national championship with the University of Western Ontario Mustangs in 1989. John has an Honours in Business Administration (HBA) from the Richard Ivey School of Business, along with a Bachelor of Arts (BA) from the University of Western Ontario. He also holds the following professional designations: Certified Financial Planner (CFP), Registered Financial Planner (RFP), Registered Trust and Estate Practitioner (TEP) and Fellow of Canadian Securities Institute (FCSI).

In 2007, John was honored as a recipient of a "Top 40 under 40" award by Calgary Inc. magazine in recognition of his contributions to business and community. At that time John was actively involved with the United Way Cabinet (2004-2007); Saint John's School of Alberta, Board Chair (2005-2008) and The Calgary Foundation, Chair, Environment Grants Committee (2005-2008).

John currently serves on a number of private charitable foundations. He is a member of the Bow Valley Club and Calgary Petroleum Club. He is a former director of Crowchild Hockey and he enjoys coaching and spending time with his wife Kathleen and their four children.

Contact: John Davis