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Financial Planning

More to wealth management than just investment returns

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 to ask the right questions and understand how the different areas of your life fit together.

Our holistic approach involves integrating investment management, estate planning, tax planning, and retirement planning strategies so they all work together to ensure your success.

Your personal CFO

We are dedicated to delivering the highest level of service, expertise, and discretion — whether we’re preparing your tax return, setting up a charitable foundation for your philanthropic efforts, or providing specialized advice on any personal financial matter.

Because we are a boutique firm, you will work directly with the partners of WealthBridge and benefit from the over 140 years of combined experience that the team of professionals bring. Think of us as your Personal CFO.

Our Services

Investment Management
Financial Planning
Tax & Estate Planning
Special Projects
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!