SafeBridge Private Wealth helps emerging affluent families stay on their growth trajectory.
We’re not for the masses, that’s why we bring you very specialized and highly customized expertise and a network of family office partnerships.Find out more
“SafeBridge works with emerging affluent families to help you stay on your growth trajectory. We’ll help you build, protect and multiply your wealth with our highly custom designed planning tools and strategies that are designed for you and you alone.”
As an independent financial firm, we’re able to access unique and exclusive investments in a regulated environment, so that you can manage your risk strategically.
We are an independent firm pursuing opportunities according to the personal needs and parameters of each client. You always know the numbers and you can access them at any time.
We are a division of SafeBridge Financial Group, among the largest and most respected mortgage and insurance brokers in Canada.
Our clients come to us with specific needs and objectives, so we’re adept at finding creative ways to utilize unique investment and insurance strategies to execute custom solutions.
We are continuously evaluating and curating opportunities according to your individual parameters. This means you have experts who are searching on your behalf for opportunities that are inaccessible to most individual investors.
We function as part of your family office network by coordinating with your other advisors and connecting you to our specialized financial partners. This helps ensure our services are aligned with your broader wealth goals.
Part of our family-office approach is to design and present financial opportunities that not only align with your specific parameters, but also fit within the context of your entire financial reality.
Our founding partners each have over 20 years of experience in financial services, including real estate, insurance, institutional investing, tax planning and portfolio management.