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Our Services

Dedication your wealth deserves

Personal service tailored to your needs

Investment Management

In a dynamic economic environment, managing your investments can be quite complex and time-consuming – even more so for high net worth individuals and their families.

Tax & Estate Planning

As part of our integrated approach to wealth management, we offer tax and estate planning services that meet the needs of high net worth individuals and their families.

Financial Planning

The financial lives of corporate executives can be quite complicated. WealthBridge has the depth of expertise and years of experience working with high net worth individuals.

Special Projects

Your life, work and wealth intersect in many ways. Whatever your need – pensions, insurance, executive compensation analysis – our solutions encompass your “big picture”.

Combined Years of Experience
140
A Multigenerational Approach
90
The WealthBridge Experience

An Integrated Approach

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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!