David L. Wright

My Background

The core value I provide to clients is organizing and optimizing the disparate areas of their financial lives.  I use a goals-based wealth management framework combined with lessons from behavioural finance and partnerships with professionals in related fields (law, insurance, banking, etc) to ensure clients’ finances are structured as efficiently as possible. This service offering, along with my broad knowledge base and experience gives clients peace of mind and time to spend on other pursuits.