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Our Story

Leveraging Our Past With An Eye On The Future

Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.

The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients.   To this end, they have assembled a team of highly skilled, dedicated professionals and have leveraged their over 140 years of combined experience to provide a comprehensive set of wealth management services that high net worth clients desire.

Our mission and vision
Doll Block, Stephen Avenue, Calgary
Our mission and vision

Our mission

Our unyielding dedication to helping our clients preserve and prudently grow their wealth guides every decision we make. We are committed to always acting in our clients’ best interests and to providing objective, unbiased advice, and recommendations.

Our vision

WealthBridge will continue to be the first choice of high net worth individuals and their families for comprehensive wealth management solutions. WealthBridge’s earned reputation for unrivaled service and executional excellence will be the hallmarks of our lasting legacy.

Our Team

A team of highly skilled and dedicated professionals

We take great pride in our team of highly skilled and dedicated professionals that allow us to provide the breadth of wealth management services that clients desire – including investment management, financial planning and tax & estate planning.

Meet our team
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Gwyn Morgan2005 Recipient Canada's Outstanding CEO of the Year

“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 20-year working relationship has been rewarding in every way.”

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Sarah E. Raiss2007 Inductee Canada's Most Powerful Women, Top 100 Hall of Fame

“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.”

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Kenneth W. RowanRetired Managing Director, Institutional Sales FirstEnergy Capital Corp.

“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.”

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Byron C. NeilesExecutive Vice President, Corporate Services Enbridge Inc.

“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.”

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Douglas J. HaugheyDirector Keyera Corp. & Fortis 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.”

Questions?

Contact us today!