Our Team
Experienced Financial Advisors since 1989
Senior Financial Consultant
Robert Wright
Financial Planner
Chris Penman, CFP®
We have had a fantastic long-standing relationship with Mowbray Wright Financial. Last year Justin became our family’s financial planner and we worked through a complex transition.
We have had a fantastic long-standing relationship with Mowbray Wright Financial. Last year Justin became our family’s financial planner and we worked through a complex transition. From day one Justin has had our interests as his first priority. He has tested our assumptions, challenged our priorities, reconfigured our plans in line with our goals resulting in a sound go forward plan that allows us to rest easy. Justin is thorough, disciplined and passionate about growing his knowledge and our wealth. His energy and enthusiasm have kept us well informed in this uncertain time. Change is never easy but Justin has made it smooth and productive. - David T.
I have known and worked with Justin for three years. When we first met Justin had all the skills of a great financial analyst.
I have known and worked with Justin for three years. When we first met Justin had all the skills of a great financial analyst. Justin possesses an unwillingness to settle for the status quo; he wouldn't even settle for our own firms' word on investments. Wanting to understand for himself how they worked, Justin took a "look under the hood" approach to breaking down investments. He analyzed each of their strengths, weaknesses, opportunities and threats to determine exactly how they would act and perform for our clients in various market conditions. As our time working together progressed Justin developed an additional skill - one that seems simple but certainly is not easy. It's the skill of being able to listen, understand and question. - DJ French
I have thoroughly enjoyed working with Justin as my financial advisor.
I have thoroughly enjoyed working with Justin as my financial advisor. His personal approach and vast market knowledge make it an easy choice when looking for someone to guide you through the financial markets. Always available to chat or meet, you can tell he really does have his clients best interests at heart. - Evan Christensen
I have personally known Rob for over 20 years.
I have personally known Rob for over 20 years. He is one of Investment Planning Counsel's top Advisors 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, Co-Founder, President and CEO, Investment Planning Counsel
It has been great working with Rob over the last number of years.
It has been great working with Rob over the last number of years. He is someone I trust, and someone I enjoy working with. He has provided me with the 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
Paul took considerable time to help demystify the various aspects of finance
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
Many of Rob and Paul's clients have come to them by word of mouth
Many of Rob and Paul's clients have come to them by word of mouth - I did and I have not been disappointed. What's different about them is that they don't just build financial plans, they have built a long-term relationship - Paul Boniferro, McCarthy Tetrault LLP, Partner
They understood where I was coming from and where I wanted to go right away
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
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 Partner