“David has advised us for several years now and we’ve been absolutely happy with him. At the start of our relationship, he helped us get our affairs in order. It was very full-service: he had us do our wills and powers of attorney, reviewed our insurance coverage, and had us track our monthly expenses so that we had a better idea of our cash flow. David keeps copies of all our documents and policies – in the event we are not able to act for ourselves, our executor will have everything they need in one place. David also referred us to our accountant, and the two work together as required to manage our affairs. We’ve had great returns on our investments. We appreciate David’s style – investing in quality holdings long-term. He’s very steady. We feel we have a good strategy for our age and situation in life – one of us is retired, the other is close to retirement. David keeps up with our changing life status and adjusts our investments accordingly. We always do one big annual review along with quarterly check-ins and he gets back to us within a day with answers to any questions. If we ask something about the markets, he will gather research on it and get right back to us. Bottom line: We are confident that we are ready for full retirement when the time comes. We appreciate David’s approachable manner. He makes financial conversations easy, even when the topics can be difficult. He’s got a great team. We have access to our current financial status at any time via the BMO secure portal and BMO Private Wealth has adopted electronic signatures, which makes our paperwork easy."
Z.M., Chief Technology Officer at a major telecom company and J.B., retired telecom researcher, Montreal, QC. Clients since 2016.
“We were referred to David by my nephew, who had been looking after my investments at BMO and was leaving the business. Without a doubt, David is a true professional who is as well very knowledgeable about all aspects of the wealth management business. He’s very intelligent and conducts his daily business affairs with a combination of integrity and honesty. David puts our interests as clients first. As a result, we don’t lose sleep worrying about our investments and day-to-day stock market variations. We believe that David is a genuinely good person who truly does care about his clients. Over the past five years, David has done an excellent job with our portfolio and so we’ve done very well during our association with him. He made all the proper arrangements and put all the pieces in place for our retirement, as a result, things are running smoothly month to month. David helped us successfully transition from making money whilst employed to proper, managed spending in retirement. When we began preparing for retirement, David worked with all the BMO specialists and they made their recommendations – all our angles are covered. David is approachable and easy to talk to about any problems or questions that may arise from time to time. He’s modest and doesn’t have a big ego like some people in the wealth management business. David is personable but serious and confident about his job, and to top things off, he has a good sense of humor. We have absolutely no reservation in recommending David!”
T.R., retired Neuro-Radiologist, and S.R., retired special education teacher, London, ON. Clients since 2017.
“We both had prior experiences with investment advisors where we had to call on a regular basis to check the status of our accounts. We felt like our accounts were just trading accounts for their benefit, not investment accounts for ours; often trying to sell and trade when the market was already shifting.” When David was first assigned to me, he instilled a lot of confidence on how he would approach things, so my wife decided to shift her accounts to him as well. We trusted what David was recommending in setting up a long-term financial plan to meet our long-term needs. He delivered on that financial plan and updates it on a regular basis, a service not provided by our previous advisors. When there is market uncertainty, he contacts us to discuss the highs and lows of our portfolio; suggesting any necessary changes or other opportunities we might be interested in. Now steering a steady course with regular personal contact, we have established a trusted working relationship with him. With regard to estate planning, David encouraged us to get our wills and powers of attorney updated, setting up trust accounts with BMO Trust Company, as executor, to make things much easier for friends and family involved in our estate. We also greatly appreciate that David plans ahead and makes adjustments for any upcoming expenses or purchases. Last year, we purchased a boat and although there was no impact on our portfolio, it was nice that he could reassure us that we could handle the purchase without future difficulties. And, last but not least, on top of David’s expertise in the Wealth Management business, we find him to be very personable, non-aggressive and a very honest person to deal with!”
K.E., retired Managing Enterprise Data Architect, and K.H., artist and graphic designer, Chemainus, BC. Clients since 2016.
“David Wright has been my financial advisor for over 10 years and I can’t imagine working with anyone else. I have found him to be professional, knowledgeable, and responsive with a strong service ethic. Over the years he has provided me with solid advice to help me meet my long-term financial goals. I believe I may have been one of Dave’s first clients. I met Dave while he was completing his MBA at Queen’s, the year after I had graduated from the Queen’s MBA program myself. After graduation, he committed himself to becoming an Investment Advisor, so I asked him if he would be interested in managing my return of contributions from my military pension. Over the many years of our business association, I have been very happy with the advice and support Dave has provided to me. Consequently, I have recommended him to several family members as well as friends in the financial services industry. My portfolio has more than doubled in the 10+ years I have been with him, and the level of volatility I have experienced is less than what I have seen overall in the markets. As I changed careers, Dave made sure to adjust my portfolio so that my assets are non-correlated to my business in order to reduce my exposure to risk. Dave doesn’t just make recommendations on what stocks to buy or sell; he has helped me with the full range of wealth management services. When I was getting married and starting a family, he helped me with additional life and disability insurance (beyond what was available to me through my employer) to meet the financial needs of my family and he ensured that our wills and powers of attorney were all up to date. Dave and I connect on the phone at least once a quarter or more frequently whenever required. I personally prefer a hands-off approach, knowing that Dave is extremely responsive and that I can always get in touch with him whenever I need. I trust Dave and value the advice he has provided to my family and I as we work towards achieving our financial goals.”
J.T., COO at an IIROC broker dealer in Toronto, ON and former Officer in the Canadian Armed Forces. Clients since 2009.
“We hadn’t been happy with our previous financial advisors – they never really understood our goals and did not tailor their services to our needs. When we asked how we should invest our assets – build a house? buy a vacation property? – they offered no advice and simply focused on growing our portfolio. We like growth – but we also expect personalized financial advice as well. We reached out to friends who prioritize financial planning for their recommendations, did some research to curate the list, and interviewed four advisors. While most made us feel like we were taking up their time for free, David impressed us. He was personable, asked for several documents prior to the call, made thoughtful comments right from the start, and demonstrated attention to detail. We felt comfortable with him – he seemed honest and relatable and prioritized getting to know us and our situation. In the following weeks, David always came to the table with more knowledge, strategies and high-level engagement, so the decision to entrust him with our assets was an easy one. David has been great to work with. He is very detail-oriented and always communicates clearly and concisely with the appropriate frequency. He oversees all of our personal finances and invests B.I.’s corporate revenues for the long term. He was also instrumental in helping us set up our wills, which we had been meaning to do for 10 years but had put off (with unrealistic confidence in our longevity). David was like an excellent project manager throughout the process. He provided us with all the information we needed, outlined what we had to get done and followed up to ensure all details were executed on. He liaised several times with our lawyer and accountant – he was very hands-on to make sure things were easy for us. We wouldn’t have our wills today if not for him. David approaches things very holistically – even though we have different pots of money, it is all one household – and he takes a very high-level approach. We also like working directly with David; our previous teams had so many advisors and we had no real relationships with any of them. We give David five stars. He is wonderful and we highly recommend him.”
B.I., Principal, architecture firm., and M.I., corporate real estate executive in Toronto, ON. Clients since 2021.