Financial Planning

Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.

A Professional And Personal Solution

Effective financial planning is one of the most important tools you can use to feel confident about achieving your financial goals over any timeframe. Whether you're starting a new plan, or an existing one no longer fits, a professional advisor is here to help.

Help With The Hard Questions

Financial Planning is comprehensive - whether its balancing competing priorities, paying down debt, investing, saving for your children's education or taking retirement early a qualified professional from The Wright Brothers can help you answer the hard questions.

Be Confident

Feeling financially stable and confident about the future helps bring you peace of mind and spend your time on what matters to you, instead of feeling uncertain or guilty.

Eliminate Bad Habits

Financial Planning isn't all about investing. Having a written plan means you'll know how your decisions impact your financial future, rather than just winging it.

Your Next Steps

Contact an Advisor Book a Phone Call Book a Zoom Video Call Book an in Office Meeting

Curious About Your Financial Needs In Retirement?

Get a professional opinion. The Wright Brothers offer a complimentary financial needs analysis tool. To take advantage of this please download the tool and follow the provided instructions.

Download Financial Needs Analysis