We maximize after-tax returns, minimize risk, and proactively plan for complexities and liabilities that come with significant wealth.
As a portfolio manager, David distributes client investments across different asset classes such as stocks, bonds, and cash equivalents. With full discretionary oversight, David monitors market conditions and adjusts each client's portfolio as needed, in alignment with each individual's risk profile. Wright Wealth Management Clients receive Managed Portfolio Accounts, which means ongoing adjustments to your portfolio can happen as needed, without first requiring client contact. We give investors the freedom to spend their time on what matters to them, with the confidence that we are overseeing their portfolios and Wealth Plans.
We also offer additional services essential to holistic wealth management. We advise clients on insurance, estate planning, various savings and tax strategies. property and mortgages, and in other areas in the personal wealth sphere.
Wright Wealth Management maintains a diverse network of professional contacts outside BMO Nesbitt Burns in both Toronto and Vancouver. At any time, we may refer our clients to trusted lawyers, accountants, insurance brokers, and mortgage specialists (among others).
Our clients are professionals and retired professionals who understand the value of specialized, experienced wealth management services. Many are lawyers, doctors, business owners, business executives, and retirees. Based in Vancouver, we advise across Canada.