Your life, work and wealth intersect in many ways. We take the time to understand how it all fits together. Whatever your need — pensions, insurance, executive compensation analysis — our solutions encompass your “big picture”.

Dedicated service, discretion and specialized expertise define our approach to all aspects of your wealth.

Philanthropy

Donating to charities and non-profits creates opportunities — for the causes you believe in and the individuals who benefit from your contributions. Your charitable giving may also lead to significant tax advantages.

We can help you decide on the most effective and tax-efficient ways to give, and also manage the structures designed to accomplish your goal of leaving a lasting legacy.

Insurance

The right use of insurance can play a crucial role in your financial plan. Insurance can help reduce estate taxes, provide security for your family, leave a legacy for charity and protect your income in the event of long-term or critical illness. We will determine the best solutions for you and your family.

Executive compensation analysis

We can provide you with an unbiased and independent evaluation of your total compensation package. This may involve helping you understand the value of short, medium and long-term incentives – such as stock options, phantom stock plans, specialized retention agreements, benefits and pensions.

Retirement & pensions

The trends show that attitudes toward retirement are shifting, with many high net worth individuals expecting to be involved in some level of work when they reach the traditional retirement age.

Regardless of how you decide to spend your retirement years, we will help you make the most informed choices regarding your pension and retirement income options. We will work with you to ensure you have enough money to live the lifestyle you envision, as well as minimize taxes on your income and your estate.

Intergenerational wealth transfer

Passing on wealth can be stressful. Providing opportunities for your children that don’t compromise their independence and drive is a concern faced by many high net worth individuals. We will work together with you and the next generation to educate and involve them in financial matters, so they are prepared and understand the responsibility that comes with wealth.

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.