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)https://fpcanada.ca/about/history 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.
Audrey Wambolt, Business Development Specialist
An entrepreneur at heart, Audrey has grown up in family owned businesses her whole life, with her last successful venture owning & operating her own residential mortgage company for over 10 years
With a solid background in business development, Audrey combines her passion for people with planning & organization. Whether it be social event planning, or organizing a cluttered mindset in your daily operations- Audrey's key business strategies will offer a better work/life balance and provide you with your business' best ally, all the while keeping track of new business opportunities and increased sales.