David L. Wright
Senior Wealth Advisor & Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @Bmo Nesbitt Burns
Vancouver, BC, CA
Lead a wealth management practice that specializes in creating and executing detailed financial plans for professionals- Advise on matters related to retirement, education, cash flow management, insurance, mortgages and philanthropy- Educate on topics such as asset allocation, tax mitigation and effective credit management - Coach families on how to preserve, allocate and grow their wealth
EDUCATION
Mount Allison University
Bachelor of Commerce (BCom)
Queen's University
Master of Business Administration (MBA)
SKILLS
ABOUT DAVID L. WRIGHT
David Wright is a trusted Wealth Advisor and Portfolio Manager at BMO Private Wealth, known for his ability to streamline and optimize many complex aspects of his clients’ financial lives. He has a passion for helping people. David’s steady, goals-based guidance brings order and simplicity to the intricate world of wealth. He and his team deliver:• Tailored, comprehensive investment management. • Integrated, multi-generational wealth planning services.• Access to customized personal and commercial banking and credit solutions.• Retirement and estate planning, asset and income preservation, business succession planning, philanthropic strategies, among other services. David advises lawyers, doctors, business owners, business executives, and retirees across the country. His primary focuses are preserving and growing clients’ capital, coaching clients on the psychological aspects of personal finance and collaborating closely with specialists to address clients’ complete wealth needs.For disclaimer details, please click here:
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