We help Canadians “Build. Protect. Multiply.” their wealth through our Mortgage Centered Financial Planning™ approach.
Toronto, Ontario
At SafeBridge, our vision is to drive transformational change in the Canadian Mortgage Industry by redefining the traditional customer experience through our proprietary Mortgage Centered Financial Planning approach™. As the originators of Mortgage Centered Financial Planning™, we take pride in providing our clients with a truly coordinated approach that encompasses the three largest financial decisions most Canadians will ever make. We believe that any financial decision specific to one's mortgage, insurance or investment portfolio should be made in coordination with the other. This belief and focus is actively and intentionally lived out as we help not just our SafeBridge team, but also our many clients Experience. Growth. Together. For more information, please call us directly at (416) 466-5858 or visit us online at www.safebridgefinancial.com. **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.
Sur place · North York
You will serve as the primary point of contact for high-net-worth families, providing custom insurance and wealth management strategies. Additionally, you will collaborate with regional mortgage partners to identify financial opportunities and deliver white-glove service to clients.