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SafeBridge Private Wealth

Insurance · Canada

Website

About SafeBridge Private Wealth

We help Emerging Affluent and High Net Worth families stay on their financial growth trajectory

Industry
Insurance
Company size
2-10 employees
Headquarters
Toronto, Ontario
Founded
2020
Company type
Privately Held

There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time. But what happens when your needs aren’t typical?

Families that are building wealth quickly have different needs, and that means you need someone who understands you, and understands how to help.

As an individual you’re limited to what opportunities you can access, and as a client of a traditional banking or investment provider, you’re limited to what conventional institutions can offer you.

That’s why we developed the process, expertise and due diligence to access the kind of financial opportunities that are outside the purview of most institutions, and out of reach for most investors.

The result is a unique ability to provide custom tailored solutions for emerging affluent and high net worth families. If you can buy it online, you can't buy it here.

**Mutual Funds provided trough Carte Wealth Management Inc. **Segregated Funds and Insurance provided through Qualified Financial Services **Mortgages provided through TMG SafeBridge Mortgage Solutions Inc.

Specialties

  • Whole Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Income Protection Insurance
  • Alternative Investments
  • Private Investment Council
  • and Tax and Estate Planning

Company locations

  • 392 Summerhill Ave, Toronto, Ontario M4W 2E3, CA

  • 12-25 Scarsdale Road, Toronto, Ontario M3B 2R2, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

Followers
521
People linked to this company
8

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.