Rob Wright
Sr Financial Advisor @Ipc Investment Planning Council
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WORK HISTORY
Sr Financial Advisor @Ipc Investment Planning Council
397 Rathburn Rd. Etobicoke, ON, CA
EDUCATION
York University
Honours BA
ABOUT ROB WRIGHT
DREAM | PLAN | SUCCEED I WELCOME A CONNECTION IF: • You are a business owner concerned about how you are going to transition the ownership of your business to family members and retire or sell your business and use the proceeds of the sale tax effectively. • You are looking to work with a dynamic financial services team in the west end of Toronto and would benefit from the ability to simplify your financial life. • You have a passion for motorcycles, basketball or coaching. Phone: 41••••••55 Email: r••••••@mwfi.ca Rob understands the unique challenges facing today’s family business owners and has developed a proven method that helps develop structures and strategies to unlock their wealth from their business. For over 35 years, Rob Wright has been a financial \'coach\' for his clients, helping them set goals, manage their challenges and opportunities, matching their ‘life needs’ to their financial resources. His clients are busy entrepreneurs, successful individuals and their families. Rob, lives in the country outside of Erin Ontario. Rob believes that you have to find a balance between family, friends, business and your community. As a busy father of four children, Rob has established a reputation as a leader as the past President of the Ontario Basketball Association, a position he held as a volunteer for a decade. Today, Rob is focusing his attention to Canada Basketball as the Vice Chairman of the Board of Directors, helping them fulfill a dream of a Gold medal at the Olympics for Canada. Rob was previously President of the Heart Lake Brampton Rotary club, a Paul Harris Fellow from both Heart Lake and now his current Rotary club in Erin. Rob was also previously on the Board of the Bethell Hospice Foundation in Caledon, a fantastic organization, providing end of life care and support to individuals and their families’. When Rob is not in his office or volunteering his time on the basketball court or in a Board room, you can find him cruising the Caledon hills on his motorcycle.
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