Investment & Financial Planning Services - SafeBridge Financial Group

Commitment and dedication to a future goal is what connects our business to our clients and their families. Whether they’re business owners, executives, professionals or entrepreneurs, we follow a disciplined approach to assess the full picture, analyze the options and continuously monitor the progress towards the goal.

Minimize the cost of borrowing and accelerate your savings

Get you on track to home ownership

Optimize your investment portfolio

Create distinct plans for future education

Reduce your taxes and channel your tax refunds efficiently to build your future

Reduce the impact of life’s “what ifs” – disability, critical illness or premature death

Paint the picture for your retirement as it nears

Discover Financial Solutions for all stages of your life. If you would like more information on how we can help you live your dream, click here.

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*Mutual Funds provided through Carte Wealth Management Inc.
*Segregated Funds and insurance provided through Qualified Financial Services
*Mortgages provided through TMG SafeBridge Mortgage Solutions Inc., QFS Mortgage and Lending Inc., SafeBridge Holdings Ltd.

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    Over the last 20 years we’ve been successful in attracting over 60 various lenders that our clients can benefit from. SafeBridge has evolved over the years and has become a very successful company…. The education, that comes along with not just the mortgage agent side of things, but also on the insurance and the investments and the financial planning all comes together in one holistic approach.


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    For several years Andre has worked in the Financial Planning and Mortgage Solutions field with Scotiabank. After experiencing success, and gaining a wide knowledge base in the banking world, he decided to leave the bank to join a Boutique Mortgage Brokerage, Safebridge Financial Group.  Andre made the change so that he could offer clients a wider variety of mortgage options and lenders.

    Andre Persaud,

    Mortgage Agent

    SafeBridge Brokers & Advisors

    Meet the Team

    At SafeBridge we believe in experiencing growth together. We want to ensure that each of our agents is successful and feels a part of the SafeBridge team. We offer customized training, lender previews, team events and even team trips to build the strong culture of inclusion and support that so many of our agents enjoy.

    We believe it is essential to hire and Partner with the right people. We are looking for the best and brightest in the Industry to join our Exclusive Group of Professionals. Our team consists of loyal top producing Agents that have demonstrated exceptional care for their clients and passion for the industry in which they serve. Our Mortgage Centered Financial Planning approach helps our team foster long lasting relationships, which brings a unique process to the mortgage business.