Testimonials

"I have worked with John and Brenda for over 15 years, and have appreciated their counsel and support through a full range of life experiences including normal course financial planning and tax services, employment transitions, the financial education of our five children, and a significant component of estate planning. Recently, their assistance through the terminal illness and untimely passing of my late wife was well beyond my expectations for an advisor. They truly are financial partners, who helped ensure that her final wishes were met in full."

Wayne K. Foo
President and Chief Executive Officer
Parex Resources Inc.


"I completely trust WealthBridge to look after all of my financial and estate affairs. They provide helpful, expert and independent advice, and tailor the services and fees to exactly what I want and need each year. I know they are looking after my best interest, and I truly enjoy working with them."

Sarah E. Raiss
2007 Inductee
Canada's Most Powerful Women, Top 100 Hall of Fame


"Retaining John Davis and Brenda Nugent to provide personal advisory and support services to EnCana's senior executives was one of my best decisions, and since our retirement WealthBridge's highly professional and insightful advice have proven just as important to my wife (Patricia Trottier) and me. Our 14 year working relationship has been rewarding in every way."

Gwyn Morgan
2005 Recipient
Canada's Outstanding CEO of the Year


"As a client for over a decade, I have been impressed with the combination of professionalism and personal service provided by WealthBridge. They manage my investment portfolio, do my taxes and estate planning, and provide me with long-term stewardship. This well rounded service gives me peace of mind."

Kenneth W. Rowan
Retired Managing Director, Institutional Sales
FirstEnergy Capital Corp.


"I value the long-term trusted relationship that I've formed with Robert Savin and WealthBridge. As a busy person with a young family I appreciate their insight, comprehensive service offering, and conservative investment approach. My family and I are confident that WealthBridge will help us achieve our long-term financial goals."

Byron C. Neiles
Senior Vice President, Major Projects
Enbridge Inc.


"The value WealthBridge provides is their tremendous commitment to personalized service, independence, and thoroughness. Their holistic approach makes a huge difference for Karen and me, and sets them clearly apart from other wealth management firms."

Douglas J. Haughey
Director
Keyera Corp. & Fortis Inc.