Meet Our Team
Tel: 416.234.8055 (Ext. 105)
For over 25 years, Rob Wright has been an exceptional financial coach for his clients, helping them set goals, manage their challenges and opportunities and matching their ‘life needs’ to their financial resources. He helps busy entrepreneurs, successful individuals and their families achieve their dreams.
Everyone needs a ‘financial coach’, a trusted advisor to help them set up their ‘game plan’ and measure their progress towards their goals and to hold them accountable to their dreams
Rob understands the unique challenges facing today’s business owners and has developed a proven method that provides clients with laser focus on their personal financial planning.
Rob is passionate about his work and absolutely focussed on his clients’ success! He believes that the work he and his team do, make a difference in his clients’ lives. Rob continually earns his clients’ trust by doing what he says he’s going to do, looking out for his clients’ best interest at every step of the journey and, truly caring.
Rob, with his wife Lori and their toddler daughter Taylor and their three dogs, live in the country outside of Erin Ontario. Rob believes that you have to find a balance between family, friends, business and your community. As a busy father of three children, Rob has established a reputation as a leader in Rotary and as the past President of the Ontario Basketball Association, a position he held as a volunteer for a decade. Currently Rob is focussing his attention to Canada Basketball, helping them fulfill a dream of a Gold medal at the Olympics for Canada.
Most of Rob’s free time is spent chasing after his toddler or coaching his older children’s basketball teams – most recently at Ryerson University as the assistant coach of his oldest daughter Kelsey and the girls on the varsity team.
When Rob is not in his office or volunteering his time on the basketball court or in a Board room, you can find him cruising the hills on his motorcycle.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.