Terry Wright and the WWMG
We specialize in managing the wealth of busy professionals such as lawyers.
No minimum asset size required, our only criteria to becoming a client is you have to be a nice person!
We are very thorough and organized, putting tremendous effort into being meticulously detailed.
We believe our exceptional client service priority is second to none, and we’ll put it to the test with anyone!
We are a young team with almost 30 years of combined experience. We are looking for clients wanting 20-30 year relationships.
We are transparent and competitive with our pricing.
Fun and friendly….enough said!
Raymond James is one of North America’s leading full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc.
Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.
Over 28 years and counting of consecutive quarterly profitability. We credit much of this performance to the firm’s client first perspective and adherence to its founding core values of professional integrity, adviser independence and a conservative, long term approach to investing.
Raymond James financial advisers have access to a complete offering of high quality investment products and services, providing them with the resources to customize investment solutions for their clients (e.g.Partners Program).
Raymond James Ltd. has been recognized by Imagine Canada as a Caring Company for signing the Corporate Citizenship Commitment and demonstrating leadership in community investment in Canada.