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David L. Wright
Drew Oliver

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

David L. Wright, MBA, CFA, CFP®
Wealth Advisor and Financial Planner

Tel: 416-359-5695
Email: DavidL.Wright@nbpcd.com

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David has been in the wealth management industry for over 14 years and has extensive experience managing the financial affairs of families.  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® professional. He started his career in retail banking at Scotiabank in Vancouver, British Columbia.

In his spare time David enjoys strength training, boxing and baseball.  He, his wife and son live in north Toronto.

Drew Oliver, BComm
Associate Investment Advisor

Tel: 416-359-8159
Email: Drew.Oliver@nbpcd.com

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Drew started his career at BMO Nesbitt Burns as a summer student in 2012 and joined Wright Wealth Advisory as an Investment Representative in 2016.  He completed his Bachelor of Commerce degree at the University of Ottawa in 2014 and is currently a Level II CFA Candidate.  He is responsible for handling client calls and inquiries, processing documentation and account maintenance, booking appointments and all other administrative duties.

In his spare time, Drew loves spending time with his family including his 4 year old daughter Aubrey, and tries to get up to the cottage as much as possible! He also enjoys golfing, playing tennis, snowboarding and anything else sports related. 
 

Our Partners

John Michael Durrant
Estate and Insurance Advisor

Tel: 416-365-6078
Email: JohnMichael.Durrant@bmo.com

 

John Michael is an expert in his field and a valuable member of our team.  He has been working with high net worth clients for over 20 years, providing families with personalized insurance solutions.  John Michael excels in taking the time to understand our clients’ unique situations and specializes in developing insurance solutions that are tailored to meet their specific needs.  Working in collaboration with our team and other experts throughout the firm, he is able to structure insurance as a complement to client portfolios, helping to minimize tax, enhance philanthropic goals and provide peace of mind.  John Michael has experience in building insurance solutions using personal and corporate investment dollars.  Outside of the office he enjoys time with his family at the cottage, on the slopes and at countless hockey rinks.
 

David Tremblett
Trust and Estate Planner

Tel: 416-359-5245
Email: David.Tremblett@nbpcd.com

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David brings over 20 years of experience in the Trust and Financial Planning Industry as a Trust and Estate Planner. David has worked extensively with our clients in the area of Estate, Will and Trust Planning.

He has earned his CERTIFIED FINANCIAL PLANNER® designation and is a member of the Society of Trust and Estate Practitioners.

David is committed to providing expert estate planning and advice to our clients, bringing the full power of BMO Trust Company to our clients and their families including corporate executorships, acting as agents for trustee, and helping with various facets of estate planning and administration, including:

•Securing all of the deceased assets
•Probating the will (a court process that validates the will)
•Ensuing all outstanding bills and liabilities are paid
•Claiming entitlements such as life insurance and survivor benefits
•Distributing assets to beneficiaries
•Preparing and filing of the Deceased Final Terminal T1 Tax Return