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David L. Wright
Drew Oliver

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
Map

Our Mission

Wright Wealth Advisory's mission is to provide families peace of mind by offering them one point of contact for all of their wealth needs.  Our practice is founded on a strong belief in integrity, discipline, and expertise.

 

Our Philosophy

Our philosophy is based on three core beliefs:

First, we believe that the behaviour of the individual is the major determinant of lifetime investor returns.  To that end, we coach our clients to focus on the things that matter and that are within their control (e.g. setting goals, budgeting, asset allocation, etc.).  This helps avoid making big mistakes.

Second, we believe in a goal-focused, planning-driven approach to wealth management; not a market-focused and event-driven approach.  The wealth plan, rather than any momentary market viewpoint, dictates the composition of the portfolio.  Furthermore, we believe that asset allocation is the major determinant of long-term investment returns.

Finally, we believe working collaboratively with your partners (tax, legal, insurance, etc.) is the most efficient way to realize your goals.  It will also save you quite a bit of time and, not least of all, make your life easier.
 

Our Process

Our process is very straightforward.  We begin by finding out where you are today (financially speaking - what you own, what you owe, your income & expenses, etc.), what you are trying to accomplish (what your goals and values are), and how much time you have in which to accomplish it.  Once that is complete, we develop a wealth plan; a blueprint for reaching your goals.  Lastly, we design a portfolio which, at long-term historical rates of return, will get you where you need to go.