Our Services

Tax Efficient Investment Planning

Tax Efficient
Retirement Planning

Tax Efficient
Estate Planning


Personal & Business Owner Risk Management

Financial Independence/
Cash System


I enjoyed the workshop and Doug’s approach to the subject matter. Financial Planning seminars are often geared toward those who are interested in doing some heavy investing or are based on ridiculous figures that I couldn’t even aspire to making, let alone

Kim Stewart,

Dalhousie University 

Doug has been my personal advisor for many years. He is confident, trustworthy, knowledgeable and able to assist in many areas to provide sound financial choices and comfort.

Shirley Hall
Retired Commercial Lending Manager

Preparing for retirement can be very daunting, decisions are not to be taken lightly, when looking for an advisor above all else I needed someone I knew I could trust. I have known Doug Wright for 10+ years, I knew of his work ethic and felt we would be a good fit. I was right, Doug always has time and patience for me. He presented me all my options taking the time to be sure I understood each and every option. I would highly recommend Doug to anyone seeking financial advise.

Heather  Norris

Doug has been my financial advisor for years. His knowledge of wealth management has put me on track to meet my retirement goals. Doug is friendly, outgoing and capable of putting everyone at ease about the complex world of financial investment.

Daniel Wambolt

Long time client

This note is regarding the personal finance workshop offered by Doug that I had attended few weeks ago. I liked the format of the presentation and the advice was very pragmatic. I have since enrolled in the ‘EmpowerU’ program offered by Doug. I like his attention to details and his tailored advice related to my needs. I also love his commitment to disseminate personal financial education to the youth. Doug is an excellent coach who strives to enhance the financial health of his clients."

Neel Dutte

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