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Tax & Estate Planning

Key components of wealth management

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

Tax planning and preparation

Our comprehensive approach allows us to proactively identify tax planning opportunities with the goal of minimizing tax liabilities, and integrating these strategies into your investment portfolio design. With WealthBridge managing your investments, our professionals take over the burden of properly reporting securities transactions in your income tax filings.

WealthBridge has the in-house expertise to prepare even the most complex tax returns. For those clients with property or business interests in other countries, we also understand cross-border tax issues. Our principled, unbiased and discreet approach guides everything we do for you.

Estate planning

Your wealth is more than just the sum of your assets. It’s also about independence, the ability to meet the needs of your family and to support the causes you believe in. That’s why estate planning is such a crucial component of our integrated service.

Our partners will work with you to preserve and leave a lasting legacy. WealthBridge will develop your estate plan and manage the estate planning structures, which depending on your situation may include trusts, holding companies or private foundations.

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!