(Financial Readiness Quiz at bottom)
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 saving.What I like most about Doug is his “down home” delivery of the subject matter. What I like best about Doug’s approach is that he doesn’t tell you what you “should” do. He tailors the experience to each client. We are all living different lives and want different things out of financial planning; so, a “one size fits all” approach won’t do.
I have already recommended him to a co-worker of mine and wouldn’t hesitate to do so in the future.
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.
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.
Jennifer and I are very satisfied with the investment products you introduced to us. You respected our level of investment knowledge and presented valuable information that allowed us benefit from a unique investment product. This provides us a feeling of security that our future retirement goals will be achieved.
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.
Doug was able to provide real sound, practical advice on a topic that many of us prefer not to think about. He did it in such a way that made decisions easy for us and the process very enlightening.
Jeremy Jackson and Paula Tiller
As a financial professional with 35 years’ experience I took on all of the household investment decisions myself. However it was prudent, from a succession perspective, to engage my wife with a financial advisor that I felt comfortable with. I knew Doug professionally and felt he would be the right individual to bring onside for that very objective. He has not disappointed.
Darrell and Marion Evasuk
I have been dealing with Doug Wright of Wiltshire Financial, for about six years now. I have found Doug to be very knowledgeable in financial investments. He would be my first choice in consultants, if & when I need that service in the future.
I would recommend Doug Wright with confidence. Doug is very dedicated to meet the needs of a diverse client base; from new graduates starting on their career paths, to middle life singles and couples to those nearing or in their retirement years. For me personally, Doug has helped guide me along some difficult DECISIONS in regards to my investments, my child's RESP investments as well as important insurance options now that I am no longer married. His reliability and sincerity in preparing recommendations and investment plans for me to meet important goals of stability, as well as growth for the future, has been outstanding. He has given me creative options and solutions while also respecting my needs to take MY TIME making difficult decisions.