Our Story

Client Testimonials

Client Testimonials

 

"I have personally known Rob for over 20 years, He is one of Investment Planning Counsel's top Advisor in Canada. He has a proven system for dealing with all of his client's needs and providing stewardship over their assets. I would highly recommend anyone looking for high quality wealth management advice to speak with Rob." - Chris S. Reynolds, CEO, Investment Planning Counsel

 

"It has been great working with Rob over the last number of years. He is awesome I trust, and someone that I enjoy working with. He has provided me with knowledge and direction to help plan my financial future." - Jayna Hefford, 2018 HHOF Inductee, Commissioner of the CWHL, 4-time Olympic Gold Medalist, Speaker, University of Toronto Graduate

 

"Rob's knowledge, expertise, and commitment, has been valuable to our organization and personal finances. Thank you to Rob and everyone at Mowbray Wright Financial." - Lora Bourck, CEO at Artistic Skylight Domes Ltd. 

 

"Paul took considerable time to help demystify the various aspects of finance so that I am informed in my choices and have a solid plan in place. His passion for finance, commitment to helping clients achieve personal goals is evident and he is a good teacher. I feel optimistic about my financial future now." - Oriana 

 

"Paul is a caring and trustworthy advisor. His attention to detail, combined with his incredible knowledge, puts you at ease immediately. He has gone above and beyond all expectations, and is a pleasure to work with. He was able to put my retirement numbers into perspective, as well as help map out a game plan to reach all of my financial goals. I highly recommend." - Jeffrey Goal setting journal author, Entrepreneur, Creator

 

"Rob Wright has been working with my husband and I for 25 years and made many things a reality for us, like homes, travel, retirement planning and saving for our sons' education. He took time to explain the mysteries of financial terminology and took the stress away from knowing whether we's be able to do things we wanted to do when we wanted to do them. We have an awesome life and Rob is partially the responsible for that, seriously! No matter what stage of life you're in you can always benefit from the right "Wright" advice (get it?!). " - Louise Hastie, Project Lead, Training Innovation and Digital Engagement

 

"Rob has been my financial planner for over 25 years. He has looked after my investment as if they were his own. He is attentive to our needs and he's always been just a phone call away. I would highly recommend Rob to my closest friends with complete confidence that he will look after them just like he looks after me!" - Steve Bratton, Owner at Bratton Scenery and Display Ltd. 

 

"Paul is highly knowledgeable, professional, and operates from a place of high integrity. I have referred clients, friends and family to Paul and everybody loves him. Highly recommend!" - Demi K, Business Coach, Author, Visionary Entrepreneur

 

"Paul is an intelligent, thoughtful, and caring individual who understands the personal needs of his clients and works diligently to help them achieve their personal financial goals and achieve financial security. Easy to relate to and fun to work with, Paul is a shining example of an advisor who gives clients the advice they deserve." - Michael K, Group Benefits Specialist

 

"Rob has played a key role - not only managing my investment successfully - but helping me learn elements of investment/portfolio management along the way - providing continual perspective and insights. He has been incredibly responsive and personable - which to me was key. I appreciate the reliable service and trust I have with Rob and team." - Ania Jakubowski, General Manager 

 

"I have worked with Rob for several years and have had the opportunity to see his insightful planning and industry knowledge to grow my portfolio. Rob listens to what I want to accomplish and brings the thinking and tools together to get me there. " - Sandra Smith, Marketing Contractor at Kao Brands Co. 

 

"Rob has managed our financial portfolio for over 15 years. He possesses the three key characteristics we were looking for.... Trust - Honesty - Knowledge. Over the years through the ups and downs in the market, Rob has always had our best interests in mind. It is without reservation or hesitation that I recommend Rob. " - John Boniferro, Team Sales Advisor - Sportfix  

 

"They understood where I was coming from and where I wanted to go right away. They then developed a plan for my family and I, that made real sense. With their assistance, the implementation of the plan went smoothly and I feel secure in my financial future." - Tom Oldfield, Xerox Canada Director, Supplies, Business Unit

 

"They took the time to get to know me. Their no-nonsense approach was refreshing and thanks to their commitment, my financial future is right on track." - B. Shanks, Grip Limited, Managing Partne

 

"I was introduced to Paul Stokes roughly 15 years ago to handle my financial requirements and from the start, I knew he was honest and trustworthy. His philosophies and practices have always provided me with the assurance that my best interest was his main concern. In the years that Paul has been advising me on my financial needs, he has always been thoughtful and insightful with regard to my requirements, rather than his own. His investment suggestions have been sensible and fair, and even in the current challenging conditions, Paul has continued to be driven by a desire to serve my best interests.

Paul is a friend and a business advisor who I can turn to for any number of matters, and be confident of his understanding. Over the years Paul and I have developed a friendship where discussions on all matters, financial or not, have become candid and honest even if we don’t mesh philosophies. I fully expect Paul to be part of my financial needs for the future moving forward." - John P