Joining Raymond James Ltd. in February 2015 from a bank-owned investment dealer, the Wright Wealth Management Group is a team of financial professionals focused on providing personalized service to our wealth management clients and are dedicated to managing your money, securing your financial future, and protecting your investments.

Schedule An Introduction

With our integrated approach to financial planning and specialized products we help you develop the best strategy to achieve your financial goals and objectives.

Services Offered

Tax Planning

Through organized and effective tax planning, we will help you will reduce, minimize or defer your Canadian and global income tax burden.

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Investment/ Brokerage Planning

We will review and analyze all aspects of your financial situation and understand how the various components work together to optimize your investment portfolio and minimize taxes.

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Retirement Planning

Retirement planning is essential to not out-living your wealth. Ensure you live the lifestyle you want. With proper planning our team can help you ensure your retirement years are spent in comfort and security.

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Wills & Estates

A Will ensures your estate will be administered with the consideration and sensitivity your family needs during a difficult time. Our staff will guide you through the process of estate planning and provide necessary advice.

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Business Planning

We work with many business owners and entrepreneurs and advise them as to how they can reduce taxes and management fees, optimize their asset structure, and mitigate risk in their business.

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Insurance Planning

Insurance can protect you and your family from unforeseen risks. Our team will strategically use various insurance products to help you create cash flow and safe guard your investments.

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Testimonials

  • “Terry is very knowledgeable and instantly sets us at ease. He is calm and patient and takes the time to explain things clearly. A very important skill when you’re dealing with a layperson like me who is confused and concerned with how & where to invest as retirement looms close.”

    Doreen C

  • “He is knowledgeable and consistent with his advice. He isn’t looking for short-term wins but will stick the course for better long-run performance.”

    Ryan B

  • “Terry has the done a good job of explaining options and opportunities. We appreciate the regular contact we makes with us to update changes.”

    Cynthia L

Terry Wright has over a decade of experience in the financial industry, and was recognized as a top ranked Investment Advisor at his previous bank-owned firm. As the leader of Wright Wealth Management Group, Terry corresponds with a wide range of professionals to ensure all clients’ financial needs are being met. Terry Wright has obtained the distinguished designations of Canadian Investment Manager (CIM) and Portfolio Manager. read more

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