Testimonials

Insightful & Understanding

As someone that is new to financial investments, other than RRSP programs through my financial institution, my wife and I have thoroughly enjoyed the process we’ve experienced and return on our investments with Richard. There is a noticeable difference in performance from our previous experience with our bank. Richard provides insight, guidance, and understanding in developing and managing our financial portfolio. In doing so, he addressed our long-term needs, goals, and risk tolerance. His objectives on our behalf are simple, good return on investment, and acknowledging tax strategies as our portfolio matures.

- L.A.A.

Highly Recommended to Friends

Richard has been my financial advisor since mid-2006. He is knowledgeable and explains things in a manner that is easy to understand. My investments have done well, and he has saved me money. I look forward to the anticipated tax savings. Never before have I recommended my advisor to friends, but felt very comfortable doing so recently.

- B.

Reliable, Caring & Results-Driven

We are very cautious investors and checked Richard’s references and credentials. He has proven to be a reliable, caring, and results-driven broker.

- B.K.

Always Professional & Helpful

Richard Wright has been managing my investment portfolio for over two years. I have always found Richard most competent and helpful and, most importantly, my portfolio has grown considerably.

- L.

Well-Informed & Striving for the Best

Richard Wright is someone we wish we had met years earlier instead of just three years ago. He took our modest inheritance and gave us a monthly sum and a principal quite a bit higher than what we gave him initially to work with. If I had known him while I was still working I would have had him invest for us rather than put money in a bank at such a low return. He makes time for his clients and strives to keep them informed when he feels a change is in order to provide for them better.

- S. & E.

Professionalism & Integrity

I’ve known Richard for many years and am confident his clients will find his work to be marked by professionalism and integrity. I know he’ll do all he can to provide the best service possible for each of his clients.

- D.B.

On the Right Road to Success

I fully recommend Richard as a financial advisor to anybody looking for an honest, professional, and very human person to manage their affairs. He is my family advisor and put us on the right road to successfully investing and planning for retirement.

- H.