Company Summary
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. The founders of WealthBridge believe that when done well, integrated wealth management creates exceptional value for its clients. As professionals accomplished in working with a high net worth clients, they have leveraged their 65 years of combined experience to deliver a comprehensive set of services dedicated to preserving clients’ wealth and helping them achieve their unique financial goals. The team of highly skilled, dedicated professionals assembled by John, Patrick and Robert allows WealthBridge to provide the breadth of wealth management services that clients desire.
Source: Wealthbridge Ltd.
Unique Value Proposition
WealthBridge will be the first choice of high net worth individuals and their families for comprehensive wealth management solutions. WealthBridge’s earned reputation for unrivalled service and executional excellence will be the hallmarks of our lasting legacy. Our unyielding dedication to helping our clients preserve and prudently grow their wealth guides every decision we make. We are committed to always acting in our clients’ best interests and to providing objective, unbiased advice and recommendations.
Source: Wealthbridge Ltd.
AUM ($Bil)
Year Founded
2011
Key Personnel
John Davis, Managing Director
Patrick Floreani, Managing Director
Robert Savin, Managing Director
Address
200 Doll Block
116 - 8th Avenue S.E.
Calgary, Alberta
T2G 0K6