SafeBridge Private Wealth
Insurance
Toronto, Ontario, Ca
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 1
- Phones
- 1
SafeBridge Private Wealth Overview
- Headquarters
- Toronto, Ontario, Ca
- Website
- www.safebridgepw.com
- Industry
- Insurance
- Employees
- 9
- Founded
- 2020
- Funding
- ,
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
About SafeBridge Private Wealth
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.
SafeBridge Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
SafeBridge Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Magid Girgis, Cfp®, Chs™ | Certified Financial Planner |
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|
|
| Chris Karram | Managing Partner, Private Wealth |
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|
|
| Paula Needler | Director of Operations and Compliance | Toronto, Ontario, Canada |
Email
|
| Annie King | Senior Financial Advisor | Halifax, Nova Scotia, Canada |
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Senior / Lead
1 profile
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