Doug Wright, B.Comm, B.Ed., CFP is a financial planner, educator and author, helping individuals and families meet their retirement, estate, investment and insurance planning needs for over 24 years. He is a member of FP Canada (formerly Financial Planner Standards Council) and follows the strict annual requirements.
He currently serves as President and Financial Planner with Wiltshire Financial Management, a company that he founded in 2011. Plus, recently Wiltshire has developed an online personal finance course for those near retirement. Prior to starting Wiltshire Financial, he served as Financial Planner for six years with Credential Financial Strategies, specializing in financial and estate planning services for high-net-worth individuals.
Doug has extensive experience in cash flow management, insurance and investments. Doug’s professional designations and registrations include; Certified Financial Planner (CFP) and the Canadian Securities Course. He is a graduate of Dalhousie University earning his Bachelor of Commerce Degree. Doug also attended Saint Mary’s University, where he received his Bachelor of Education Degree, with a specialization in Mathematics.
Doug’s experience and broad range of industry knowledge is recognized throughout Nova Scotia, where he has worked with individuals, multi-generational families, local businesses, and charities. A Halifax native, Doug enjoys traveling and spending time with friends and family. He is a recreational musician and practices and instructs karate in his spare time.
Brittany Benedict, Assistant, Client Services Specialist
Brittany graduated from Dalhousie University with a degree in Economics and a love for Halifax. She always believed that the most valuable currency in life is the relationships we build along the way. Whether it's striking up a conversation with a stranger or nurturing long-lasting friendships, she thrives on creating genuine connections. Her journey has taught her the importance of empathy, communication, and trust in fostering strong bonds.
With many years of experience in operations and administration, Brittany is recognized for her customer-centric mindset and consistently exceeds expectations in delivering exceptional service, earning praise and loyalty from clients.
On the weekends, you can find Brittany going for hikes with her fiance and their dog, Snuffs, and playing board games with her cats curled up by her side.