CONTACT INFO
  • Address :
    Wright Wealth
    Financial Services
    4A-317 Speedvale Ave E
    Guelph ON N1E 1N3
  • Phone : (877) 242-9116
  • Fax : (855) 265-5126
  • Email :

  • Family Wealth Financial Services
    A DIFFERENT APPROACH
    TO YOUR WEALTH
    Financial planning and strategies
    proven to make you smile.
  • Business Wealth Financial Services
    SMART SMALL BUSINESS
    WEALTH STRATEGIES
    Custom small business
    wealth building plans and strategies.
  • Enjoy Lifestyle Financial Services
    CORPORATE WEALTH
    STREAMLINED SOLUTIONS
    Proven approaches to drive profitability
    and wealth generation.

Wright Wealth Financial Services
Doing Wealth Differently

Wright Wealth Financial Services offer approachable, strategic and connected financial planning and wealth management to families, individuals, small businesses and corporations. Financial services for those that are just starting out. Financial services for those that are looking to actually grow wealth. Financial services for those looking to protect wealth. Financial services for the future transition of wealth. Wright Wealth Financial Services provides complete solutions to all your financial planning and wealth management needs. 

PLAN A - FOR YOUR WEALTH

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PLAN A - FOR YOUR WEALTH

Our exclusive new PLAN A was built with you in mind. This unique wealth plan found only here at Wright Wealth offers exciting and proven options for wealth growth and management designed directly to your current situation and future plans.

PERSONAL AND FAMILY WEALTH

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PERSONAL AND FAMILY WEALTH

Your family's wealth has many moving parts to manage for you to grow, maintain and transfer your wealth.  Wright Wealth will build a unique program and manage it for you to achieve your financial wealth goals. 

Wright Wealth Business

CORPORATE AND SMALL BUSINESS WEALTH

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CORPORATE AND SMALL BUSINESS WEALTH

We provide corporations and small businesses uniquely tailored wealth management solutions to work with the plans and successes of the business.

OUR SERVICE FEATURES

APPROACHABLE
From your first steps, we listen and are open to all your questions every step of the way as we guide you along your strategic financial and wealth management path.
STRATEGIC
We are forward looking and strategic with all our financial planning and wealth management to provide solutions and reach goals.
CONNECTED
We spend a lot of time to discover and work with the best solution providers and tools in the financial business to bring you only the best.
CUSTOMIZED
We understand you are unique and your financial goals are unique to you, so we only build customized financial plans tailored to your unique needs.
PROVEN
Our approach to financial services and wealth management have been proven to be consistently effective with our clients in the ever changing market conditions.
CURRENT
As things rapidly change we maintain our knowledge of trends and technologies to determine best when to use them and importantly when not to use them.
Financial Portfolio

Wright Wealth Podcasts

All PODCASTS

Podcast: Vishen’s Brules

I want to talk about what my pal Vishen Lakhiani call BRULES.

Podcast: I Am

I am. Two very small words that have a big meaning.

Podcast: What is Change?

We have seen a big change in our world over the last few months. Thing is, this change has been occurring for the last many years, but this pandemic has sort of brought it out to the forefront.

Podcast: Creating a Future Vision

Dreams, visions, aspirations, goals, purpose—call them what you want—they all mean the same thing and are essential to a fulfilling life. They are what moves us forward every day.

The Seven Retirement Risks

Risk.  It’s more than just a game.  It is a part of our lives.We have been hearing a lot about different types of risks the last little while.

Plan A in Turbulent Times

Over the last few weeks, the financial markets have been crazy, scary, horrifying, whatever adjective you feel can fit.

Accidental Death Insurance

One of the things we do for people is an insurance portfolio review.A recent review I did for a person has me a bit more disturbed than most. 

Change.

Those of you who have met me know that I watch out for our environment. In my business we have been using less and less paper.

What Happens to Your RRSP When You Retire?

I have had many clients turn 71 this year. And many will be turning 71 in the coming years. So often we are enticed by financial institutions to put money into an RRSP so we can get a refund back fr...

Give your children options - July 2019 Newsletter

As a parent (or grandparent) you want the best for your children (or grandchildren). It’s all about planning for the unexpected.

Why I Left The Mutual Fund Industry Part Deux

Many years ago there was a big giant machine that would meet with you and tell you all about their story and the fairy tales that were written about them.  They were a wonderful group of people who wo...

This Is Who We Are

I had an interesting chat the other day with someone who I respect immensely.Sometimes we have conversations that can go on much longer than anticipated so we now book an extra hour in each of our cal...

Financial Forecasting. Really? - April 2019 Newsletter

A wise man once said "the only value of a stock forecaster is to make fortune tellers look good.". Another one said "If you spend more than 13 minutes analyzing economic and market forecasts, you’ve...

Is Your Advisor Working For Your Money or is Your Money Working For Your Advisor?

I recently talked to a person, I'll call her Lucy, who had investments with two different places and wanted to move them all over to one in order to make things easier.  I am a big proponent of this a...

Take Care of The Things You CAN Control, Part 1

Investment Fees.  Investment Fees.  Investment Fees.That seems to be all that people are talking about nowadays. I read a lot of newspapers and industry papers.  I now see that one of the regulatory b...

Misconceptions about your money.

Imagine this. You have been out in the workforce for a few years when one of your fellow employees brags about getting a big tax refund this year. “How did you do that?” you ask.“I started an RRS...

The Balanced Fund Rip-Off

The mutual fund industry is a mature industry that remains extremely profitable despite overwhelming evidence suggesting that alternative options such as exchange traded funds (ETFs) are far more bene...

Does your business need some cash flow?

Perhaps a life insurance policy could help get you off the ground. Like other famous brands this brand also dug into life insurance polices as a saving grace for their business to get off the ground.

Famous brands started by life insurance

Even some of the largest brands in the world started out with cash flow issues and leaned into their life insurance policies to provide the flow they needed to drive their business forward and to grea...

The Benefits of Consolidation

We often meet clients when they are retired or are seriously considering a date to retire. It is common for them to have savings, investments and benefits at several financial institutions. One of our...

6 Reasons Single People May Need Life Insurance

You many not be thinking about insurance now, but you should. We provide 6 compelling reasons why you, as a single person, may need live insurance. Some reasons may surprise you!

If you have financial or wealth management questions we are here to help.

The information provided by Wright Wealth Financial Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.