We take complex issues and make them simple.
Services offered: Will & Estate planning
Jennifer Gunning
Barbara Wallick
I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Trevor Wright
I am an insurance and investment advisor.
What you see is what you get.
Shorts, sandals, dad jokes are what I am made of, but when it comes down to business the serious face comes on and you know what you are going to get and that is the inspiration to get you to where you want to go.
My methods may be out of sorts with Bay Street advisors and that is because I am not a Bay Street advisor. I may use Bay Street advisor tools in the same way many carpenters use Estwing Hammers, however we craft things differently.
Fred Schwed wrote a book many years ago called ‘Where Are the Customers’ Yachts?’ about greed on Wall Street. I wonder about the same question often, when I hear about people who have lost money, or are paying too much, or haven’t heard from their advisor and yet their advisor is living in a million dollar home, driving an expensive car, golfing twice a week, and can never return phone calls, all while the client struggles to put $200 per month away to save for their ‘retirement’ because that is what their advisor said they need to do…and that was nine years ago when they last met with them.
This is what Wright Wealth does differently. That is what I do differently.
Support local businesses. Support environmental initiatives.
Support small businesses globally. Support those who need support.
Be Inspirational.
If the table isn’t big enough, don’t turn someone away. Make a bigger table.
This is financial wellness done differently
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
Craig Golightly
Hal Simonson
With my team of licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $250,000 to invest.
Natalie Grignon
Natalie Grignon, RIAC, CDFA®, CIM® est conseillère en placement. Elle est dans le domaine financier depuis plus de 17 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Ludovic Siouffi
The Ludo Group delivers purposeful portfolio management by prioritizing investments with a sustainable theme. Our investment philosophy seeks a common thread in consideration of multigenerational wealth, and the legacies we leave behind.