David L. Wright, MBA, CFA, CFP®
Wealth Advisor and Portfolio Manager
David has been in the wealth management industry for over 16 years and has extensive experience managing the financial affairs of families across the country. He believes in a conservative, planning approach to investment and wealth management.
As a sign of his professionalism and dedication to the industry and to his clients, he has obtained significant education in his chosen field. He has a Bachelor of Commerce from Mount Allison University, a Master of Business Administration from Queen’s University School of Business, and is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER® (CFP). He started his career in retail banking in Vancouver, British Columbia and continues to travel there on a regular basis for business.
In his spare time David enjoys strength training, kickboxing and watching baseball. He, his wife and two sons live in North Toronto.
Drew Oliver, BComm
Associate Investment Advisor
Drew started his career at BMO Nesbitt Burns as a summer student in 2012 and joined Wright Wealth Management in 2016. He completed his Bachelor of Commerce degree at the University of Ottawa in 2014, is a CFA Level II candidate and is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation. He is responsible for managing client relationships, investment management and portfolio rebalancing as well as preparing financial plans for our clients.
In his spare time, Drew loves spending time with his family including his 6 year old daughter Aubrey, and tries to get up to the cottage as much as possible! He enjoys kiteboarding, snowboarding, golfing and anything else sports related.