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.
Collecting and using personal information is necessary to our business as a financial services provider. Protecting your personal information and respecting your privacy is important to us. We take this responsibility seriously.
To earn your trust, we follow principles. They are based on the federal government's Personal Information Protection and Electronic Documents Act.
We are responsible for the personal information under our control. We have specific people who make sure that we stay compliant with the privacy principles.
We explain why we collect the personal information we ask for.
What do we use your personal information for?
Maintaining our relationship with you
Managing the products and services we provide
Confirming your identity and the accuracy of your information
Evaluating applications, processing claims, and administering the products and services we provide
Complying with legal requirements, such as provincial and federal tax reporting, anti-money laundering, and unclaimed property obligations
Protecting you and us from errors, misrepresentations, fraud, and/or contravention of laws or criminal activity
Understanding you and how you like to do business with us
We need your permission to collect, use, and disclose personal information, with some exceptions. The exceptions are determined by law and can include times where legal,
medical, or security reasons make it impossible or impractical to seek consent. You can give consent in writing, as well as verbally, electronically, or through authorized representatives. In certain circumstances, it’s also implied.
There are many reasons why we ask for your Social Insurance Number (SIN). Your SIN is required by law for tax-reporting requirements.
With your consent, we use your SIN as a unique identifier to keep your information separate from other customers and people with similar names.
You can request that we not use your SIN unless we are required to by law.
We only collect your personal information in fair and legal ways. The information we collect is limited to identified purposes.
Limiting use, disclosure, and retention
We only use or disclose your personal information for the reasons it’s collected. We use it for other purposes you consent to, or when it is required or allowed by law. We keep the information only for as long as we need to, or as required or allowed by law.
Any personal information that we collect, use, or disclose should be as correct, complete, and up-to-date as possible for the reasons it is used.If your contact information changes, please contact us right away. We make all reasonable efforts to make sure that the personal information we collect and keep in your file is as correct, complete, and up-to-date as it needs to be for the identified purposes. We will rely on you to give us accurate information and to let us know about any changes.
To protect your personal information from intrusion, release, or misuse, we use security safeguards that match the sensitivity level of the information.
We are committed to protecting your personal information from unauthorized access and use. We use physical, organizational, and technological safeguards that are appropriate for sensitivity of the information.
Personal information is protected:
Physically, by building security measures and physical barriers
Organizationally, by our policies, practices, and access levels
Technologically, by using passwords, encryption, firewalls, anti-virus, and anonymizing software
If you send us a request in writing, we tell you what personal information about you we have, and how we use and disclose it. We give you access to the information, with certain exceptions allowed by law. You may verify the accuracy and completeness of your information and request changes, if appropriate.
Inquiries and concerns
Contact us if you have any questions or concerns about our privacy policies and practices;
Have any questions or concerns
Want more information about who has access to your information
Want to know more about our privacy policies and practices
Want to review your personal information in our files
You may withdraw your consent for us to send you offers for services or products, except for items that we mail with your statements
If you don’t want to receive our marketing or promotions by mail, you may opt-out. Contact us to remove your name from our mailing lists. After you’re removed from our mailing lists, you aren’t eligible to receive addressed, direct mail offers.
When you opt-out, you still receive information, including:
Information about products or services you have with us that comes in or with your statements
General product and service updates or information comes in or with your statements
Electronic marketing and telephone marketing, unless you specify otherwise
If you don’t want to receive our marketing or promotions by telephone, you may opt-out. Contact us to remove your name from our calling lists.