Skip to main content

Investment Management

A comprehensive, discretionary approach

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

That’s where WealthBridge can help. We will sit down with you and take the time to understand who you are, the challenges you face and what you aspire to.

With this deep understanding, we will create an Investment Policy Statement (IPS) that carefully documents your investment goals, personal objectives, risk tolerance, income needs and tax situation.

Before investing your money, your IPS will serve as a roadmap for our experienced and accredited portfolio management team. They will use it to manage a highly customized, discretionary portfolio that matches your specific investment objectives.

Discretionary management

Discretionary portfolio management allows WealthBridge to make investment decisions on your behalf, based on your IPS. This helps free up time that you can devote to your family, career, philanthropic efforts or other interests.

Because we are completely independent of any large financial institution, you can be confident that you are receiving truly objective, unbiased advice and recommendations that reflect your long-term goals.

To ensure safe keeping and independent verification of your assets, we utilize a third-party custodian who is a recognized leader in this field.

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

“
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.”

“
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.”

“
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.”

“
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.”

“
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!