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David L. Wright


1 First Canadian Place
38th Floor
Toronto, ON M5H 1H3



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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.