George Wright
Senior Portfolio Manager, Senior Wealth Advisor @CIBC Wood Gundy
Burlington, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2002 — Present
Senior Portfolio Manager, Senior Wealth Advisor @CIBC Wood Gundy
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Burlington, ON, CA
Portfolio Manager for both discretionary and non-discretionary relationships. Based in Burlington, ON.
EDUCATION
1997 — 2002
University of Guelph
BA, Philosophy
SKILLS
InsuranceInvestment StrategiesWealth ManagementManaged FundsPortfolio ManagementInvestment ManagementSecuritiesEstate PlanningHolistic Financial PlanningFinancial AdvisoryStrategic Financial PlanningPersonal Financial PlanningTax PlanningInvestment AdvisoryInvestments
ABOUT GEORGE WRIGHT
Senior Portfolio Manager with CIBC Wood Gundy serving the wealth management needs of approximately 225 families, businesses, institutions and foundations.
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