“You’re not quite like everyone else.”

When you don’t quite fit inside the traditional wealth management box, think outside of it.

Find out more

Build. Protect. Multiply.

Specific needs require specific solutions. We can help.

Find out more

Custom is better.

Imagine a hand-stitched financial strategy, curated and designed specifically around your needs.

Find out more

Regulated, not restricted.

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.
Expect full transparency.

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.
Rely on SafeBridge.

We are a division of SafeBridge Financial Group, among the largest and most respected mortgage and insurance brokers in Canada.
Get outside-the-box ideas.

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.
Discover curated opportunities.

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.
Integrate your advisory network.

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.
Support your overall 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.
Gain insight through experience.

Our founding partners each have over 20 years of experience in financial services, including real estate, insurance, institutional investing, tax planning and portfolio management.

“You’re not quite like everyone else.”

Build. Protect. Multiply.

Custom is better.

SafeBridge Private Wealth

There are endless places to turn for typical solutions – but what happens when your needs aren’t typical?

Strategies for Emerging Affluent Families

If you can get it online, you probably won’t get it here.

Your goals demand experience.

Here’s What You Can Expect

Regulated, not restricted.

Expect full transparency.

Rely on SafeBridge.

Get outside-the-box ideas.

Discover curated opportunities.

Integrate your advisory network.

Support your overall wealth goals.

Gain insight through experience.

Our Blog: An Expert Perspective