A co-founder of WealthBridge, John has over 20 years of experience advising and supporting the wealth management needs of senior corporate executives.
Patrick is a co-founder of WealthBridge and has been involved in the financial services industry since the mid-1990s. His primary duty is to run and manage WealthBridge Investment Counsel Inc.
A co-founder of WealthBridge, Robert specializes in providing investment management, financial planning and complex trust and estate planning counsel to some of Calgary's most successful individuals.
As Controller, Sonia works closely with the leadership team of WealthBridge overseeing the firm's internal accounting.
Christine is in charge of the "back and mid office" of WealthBridge Investment Counsel Inc.
Brenda is responsible for client relationship management and in her role as Team Lead, Planning she deals with both the development and implementation of our clients' financial plans.
Jeremy joined WealthBridge at the time of its launch in early 2011 and brings over 12 years of fixed income portfolio management experience to the team.
As Team Lead, Taxation Iris works closely with clients optimizing their overall tax position.