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WEALTHBRIDGECLIENTACCESS.COM

WealthBridge | Dedication Your Wealth Deserves

WealthBridge provides integrated wealth management services for high net worth individuals and their families based in Calgary, B.C. and Ontario.

http://www.wealthbridgeclientaccess.com/

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CONTACTS AT WEALTHBRIDGECLIENTACCESS.COM

Wealthbridge Group Ltd.

116 - 8●●●●●●●ue S.E.

Ca●●ry , AB, T2G 0K6

CANADA

403●●●525
su●●●●●@theiteam.ca

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Wealthbridge Group Ltd.

Wealthbridge Group Ltd.

116 - 8●●●●●●●ue S.E.

Ca●●ry , AB, T2G 0K6

CANADA

403●●●525
rs●●●●@telus.net

View this contact

Wealthbridge Group Ltd.

Wealthbridge Group Ltd.

116 - 8●●●●●●●ue S.E.

Ca●●ry , AB, T2G 0K6

CANADA

403●●●525
rs●●●●@telus.net

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WealthBridge | Dedication Your Wealth Deserves | wealthbridgeclientaccess.com Reviews
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WealthBridge provides integrated wealth management services for high net worth individuals and their families based in Calgary, B.C. and Ontario.
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1 WealthBridge
2 wealth
3 bridge
4 John Davis
5 Patrick Floreani
6 Robert Savin
7 financial
8 planning
9 investment
10 tax
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WealthBridge | Dedication Your Wealth Deserves | wealthbridgeclientaccess.com Reviews

https://wealthbridgeclientaccess.com

WealthBridge provides integrated wealth management services for high net worth individuals and their families based in Calgary, B.C. and Ontario.

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1

WealthBridge | Dispute Resolution information

http://www.wealthbridgeclientaccess.com/dispute.html

COMPLAINT/DISPUTE RESOLUTION HANDLING PROCEDURE. WEALTHBRIDGE INVESTMENT COUNSEL INC. What to do if you have a complaint. Filing a complaint with us. If you have a complaint about our services or conduct, please contact us at:. WealthBridge Investment Counsel Inc. 116 - 8th Avenue SE, Calgary, Alberta T2G 0K6. Phone: (403) 263-6004 Fax: (403) 263-6010. You may want to consider using a method other than email for sensitive information. We will acknowledge your complaint. We will provide our decision.

2

WealthBridge | Our Team

http://www.wealthbridgeclientaccess.com/team.html

A co-founder of WealthBridge, John has over 20 years of experience advising and supporting the wealth management needs of senior corporate executives. Managing Director/Chief Investment Officer. Patrick is a co-founder of WealthBridge and has been involved in the financial services industry since the mid-1990s. His primary duty is to run and manage WealthBridge Investment Counsel Inc. Team Lead, Taxation. Team Lead, Portfolio Administration. Team Lead, Planning.

3

WealthBridge | Our Story

http://www.wealthbridgeclientaccess.com/about-us.html

Leveraging our past and looking to the future. Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge opened its doors on January 4, 2011. The three partners left large institutions to pursue their ambition of creating an independent private wealth management firm dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization.

4

WealthBridge | Dedication Your Wealth Deserves

http://www.wealthbridgeclientaccess.com/index.html

We have assembled a team of highly skilled and dedicated professionals that allows us to provide the breadth of wealth management services that clients desire including investment management, financial planning and tax and estate planning. Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge is dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization. Please login using the link below.

5

WealthBridge | In The News

http://www.wealthbridgeclientaccess.com/news.html

Doll Block under Renovation! Our commitment to continuously enhancing your client experience - January 15. Welcome to WealthBridge Amanda Wry! Our new Team Lead, Office Administration - November 7. Congratulations Jeremy Ash on the completion of your Master of Business Administration degree - June 15. Congratulations Robert Savin on completing the ICD-Rotman Directors Education Program - February 24. WealthBridge appeared in the Globe and Mail on January 21.

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WealthBridge | Dedication Your Wealth Deserves

We have assembled a team of highly skilled and dedicated professionals that allows us to provide the breadth of wealth management services that clients desire including investment management, financial planning and tax and estate planning. Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge is dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization. Please login using the link below.

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WealthBridge | Dedication Your Wealth Deserves

We have assembled a team of highly skilled and dedicated professionals that allows us to provide the breadth of wealth management services that clients desire including investment management, financial planning and tax and estate planning. Founded by John Davis, Patrick Floreani and Robert Savin, WealthBridge is dedicated to providing clients with the highest level of unbiased personal service. This client-centric philosophy underpins the entire organization. Please login using the link below.

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Although we have been involved in conventional lending for close to two decades, in 2007, we shifted our focus. Since that time our primary business has been to service those in need of fast funding for usual and unusual real estate and mortgage transactions. Are you looking to acquire a property? Are you looking for immediate cash on your property? Have you been turned down for a mortgage? If you answered yes to any of the above questions you have come to the right place! Furthermore, Wealth Bridge Group.