Our Story

Your Wealth Team

 

 

DREAM | PLAN | SUCCEED

Bringing over 25 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


Robert Wright

Financial Consultant

For over 30 years, Rob Wright has been an exceptional financial coach for his clients, helping them set goals, manage their challenges and opportunities, matching their ‘life needs’ to their financial...
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Chris Penman

Certified Financial Planner

Chris started his career with and has been a valued member of the Mowbray, Wright Financial team for 25 years. A graduate of the University of Western Ontario, Chris continued further industry studies...
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Paul StokesCFP®

Certified Financial Planner®

Paul began his career in the financial services industry more than 20 years ago at one of the major banks and knew the financial services industry was where he wanted to be. When the opportunity to wo...
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Justin Lacchin

Financial Advisor

Justin joined Mowbray, Wright Financial in 2018 as a valued Partner and Financial Advisor. He began his career in financial services in 2012 at ScotiaMcLeod, developing his skills in wealth management...
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Paul MowbrayBBA, CLU, CFP®

Certified Financial Planner®

Paul has been in the financial services business since 1985. His office and his home are located in central Etobicoke. An alumnus of WLU (BBA), a Chartered Life Underwriter (CLU) and a Certified Finan...
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Marilda Merson

Office Manager

397 Rathburn has been Marilda's home away from home since August of 1991. As Office Manager, Marilda's responsibilities are to adhere to the standards of licensing requirements, the processing of all ...
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Helen Kisil

Administrative Assistant

Helen is the first point of contact at Mowbray Wright. Since joining our team in 2007, she has transitioned into a valued member of our team who has a diverse scope of responsibilities. Helen enjoys g...
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Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

Michael Kelly, CIM®, FCSI®

Regional Vice President & Portfolio Manager, IPC Private Wealth
 

Supporting the Communities Within Which We Work

 

Plan International Canada - Because I am a Girl (BIAAG)
Plan International Canada’s Because I am a Girl initiative is a social movement to unleash the power of girls and women to claim a brighter future for girls in the developing world. 

When a girl is educated, nourished and protected, she shares her knowledge and skills with her family and community, and can forever change the future of a nation. It’s that powerful. It only takes ONE girl to change the world!

 

Free the Children (Me to We)

Young people everywhere have a right to be free from poverty, thirst, exploitation and disease. Through our holistic and sustainable international development programs in Kenya, Sierra Leone, India, Nicaragua, rural China, Ecuador and Haiti, we remove barriers to enable youth and their families to exercise those very freedoms. 

All in the family - Free the Children: When it comes to Me to We trips, changing the world can be contagious. The Mowbray family takes in the local culture in Kenya. Click here to read more about the experience.