Terry Wright, CIM
Financial Adviser & Portfolio Manager
Terry Wright has over a decade of experience in the financial industry, and was recognized as a top ranked Investment Advisers 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 about Terry’s personal story here.
Senior Client Service Representative
Melanie joined Terry’s team in 2011 and has worked in the industry since 2006. Her previous background is in customer service. She also holds a Bachelor of Science degree from the University of British Columbia, and is a fully licensed associate. Melanie’s current responsibilities include day to day administrative duties such as opening accounts, keeping client records up-to-date, addressing account inquiries, sending cheques and reports, and trading.
Read more about Melanie’s personal story here.
Client Service Representative
Jessica joined the Wright Wealth Management Group in 2016, after gaining extensive experience in back-end operations in the financial industry. She holds a Financial Management diploma from BCIT, and is pursuing her Investment Representative license. Jessica’s current responsibilities include day-to-day administrative duties such as opening accounts, keeping client records up-to-date, addressing account inquiries, sending cheques and preparing reports.
Read more about Jessica’s personal story here.
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