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.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
Sign up free to see all 12 verified contacts at Safebridge Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AK
Arlene Karram
Marketing Manager · Advertising & Marketing
EmailPhone - SS
Samantha Stewart
Client Relationship Manager · Customer/Client Service
EmailPhone - AK
Annie King
Senior Financial Advisor (Atlantic Region) · Other
EmailPhone - CK
Chris Karram
Managing Partner, Private Wealth · Other
EmailPhone - EI
Elisseos Iriotakis
Managing Partner, Mortgage Services · Other
EmailPhone - PN
Paula Needler
Director of Operations and Compliance · Operations
EmailPhone - AD
Addy Dosanjh
Senior Financial Advisor · Finance & Accounting
EmailPhone - AW
Amanda Weatherby
Client Services Coordinator · Customer/Client Service
EmailPhone - MG
Magid Girgis
Certified Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Safebridge Private Wealth
11 distinct titles indexed · top 10 shown.
- 2senior financial advisor
- 1()
- 1certified financial planner
- 1client relationship manager
- 1client services coordinator
- 1director of operations and compliance
- 1executive assistant
- 1managing partner, mortgage services
- 1managing partner, private wealth
- 1marketing manager
- +1more titles
Sign up to unlock all 12 contacts at Safebridge Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Safebridge Private Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.