BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
David L. Wright, MBA, CFA, CFP®
Wealth Advisor and Portfolio Manager
David has been in the wealth management industry for over 18 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, Judo, BJJ and watching baseball. He, his wife and two sons live in North Toronto.
Emilia graduated from Smith School of Business at Queen’s University with a Bachelor of Commerce and a Certificate in Social Impact. She has always held a strong desire to work in a client-centric environment where relationship management and the human component is centrepiece.
As a young professional, Emilia is working towards obtaining her CFA and is dedicated to continuing her education in the field of finance.
Raised on the East Coast, she is a die-hard Maritimer with a deep-rooted love for the ocean, fresh seafood, and saying hello to every passer-by on the sidewalk. In her spare time, Emilia is an avid golfer, cook, amateur guitar player, and non-fiction lover.