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WealthBridge Ltd.
WealthBridge Group, Calgary, Alberta, Canada

Our Team

Meet the WealthBridge Team
John W. Davis WealthBridge Partners
April 24, 2019

John W. Davis

A co-founder of WealthBridge, John has over 25 years of experience advising and supporting the…
ekordakis
Love379
Patrick Floreani, WealthBridge, Calgary
Patrick Floreani WealthBridge Partners
April 24, 2019

Patrick Floreani

Patrick is a co-founder of WealthBridge and has been involved in the financial services industry…
ekordakis
Love379
Robert Savin, WealthBridge, Calgary
Robert W. Savin WealthBridge Partners
April 24, 2019

Robert W. Savin

A co-founder of WealthBridge, Robert specializes in providing investment management, financial planning...
ekordakis
Love379
Jeremy Ash, WealthBridge, Calgary
Jeremy Ash Team Members
April 23, 2019

Jeremy Ash

Jeremy brings over 23 years of fixed income portfolio management experience to the team. His…
ekordakis
Love379
Brenda Nugent, WealthBridge, Calgary
Brenda L. Nugent Team Members
April 6, 2019

Brenda L. Nugent

Brenda is responsible for client relationship management and in her role as Team Lead, Planning…
ekordakis
Love379
Leena Sameen, WealthBridge, Calgary
Leena Sameen Team Members
April 5, 2019

Leena Sameen

As Team Lead, Taxation Leena works closely with clients optimizing their overall tax position through…
Wealthbridge Ltd.
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Katariina Tamminen, WealthBridge, Calgary
Katariina Tamminen Team Members
April 4, 2019

Katariina Tamminen

Katariina is in charge of the “back and mid office” of WealthBridge Investment Counsel Inc.
ekordakis
Love379
Annabell Mailath, WealthBridge, Calgary
Annabell Mailath Team Members
September 23, 2018

Annabell Mailath

As the first point of contact for WealthBridge, Annabell plays a crucial role in creating…
Wealthbridge Ltd.
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Our Address

200 Doll Block
116 - 8th Avenue S.E.
Calgary, Alberta
T2G 0K6

Office Hours

Monday to Friday: 8:00am - 4:30pm

Memberships

PMAC Canada RRFP Canada CPA Canada CTF Canada OBSI

* The materials on this website are not directed to U.S. Residents.

© 2026 WealthBridge Ltd.. All Rights Reserved.    Legal

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  • Home
  • Our Story
  • Our Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Tax & Estate Planning
    • Special Projects
  • Contact
  • Client Portal