John Davis

John Davis Email and Phone Number

Managing Director at WealthBridge Group Ltd. @
John Davis's Location
Calgary, Alberta, Canada, Canada
John Davis's Contact Details

John Davis personal email

n/a
About John Davis

John Davis is a Managing Director at WealthBridge Group Ltd. at WealthBridge Group Ltd.. He possess expertise in wealth management, financial planning, estate planning, wealth, strategic financial planning and 13 more skills.

John Davis's Current Company Details
WealthBridge Group Ltd.

Wealthbridge Group Ltd.

Managing Director at WealthBridge Group Ltd.
John Davis Work Experience Details
  • Wealthbridge Group Ltd.
    Managing Director
    Wealthbridge Group Ltd. Jan 2011 - Present
    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 clientele, they have leveraged their 60 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.
  • Corporate Planning Associates
    Senior Vice President
    Corporate Planning Associates May 1998 - Jun 2010
  • National Trust
    Manager Account Executives - Western Canada, Quebec & Ottawa Districts
    National Trust Sep 1993 - May 1998

John Davis Skills

Wealth Management Financial Planning Estate Planning Wealth Strategic Financial Planning Investment Strategies Management High Net Worth Individuals Wealth Management Services Investment Advisory Mutual Funds Investments Asset Allocation Retirement Retirement Planning Finance Financial Advisory Strategic Planning

John Davis Education Details

Frequently Asked Questions about John Davis

What company does John Davis work for?

John Davis works for Wealthbridge Group Ltd.

What is John Davis's role at the current company?

John Davis's current role is Managing Director at WealthBridge Group Ltd..

What is John Davis's email address?

John Davis's email address is jo****@****shaw.ca

What schools did John Davis attend?

John Davis attended The University Of Western Ontario - Richard Ivey School Of Business, Western University, Qep.

What skills is John Davis known for?

John Davis has skills like Wealth Management, Financial Planning, Estate Planning, Wealth, Strategic Financial Planning, Investment Strategies, Management, High Net Worth Individuals, Wealth Management Services, Investment Advisory, Mutual Funds, Investments.

Not the John Davis you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.