about us

A Team of Dedicated Professionals for Over 40 Years.

What We Do

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Our Process

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Your Advisors

Barry Wright
CFP®,CH.F.C,
CLU

FinancialAdvisor | Investia Financial Services Inc.

Barry grew up in Edmonton Alberta and started his career with a finance company, then quickly moved into the insurance world by joining the London Life Insurance Company.  After two successful years in Edmonton, he was recruited by his brother David to join him in Victoria B.C to set up their own independent insurance brokerage office and thus started “The Wright Brothers” Financial Services. During these early years Barry enrolled in the courses required to become a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (Ch.F.C.). He has also achieved a Certified Financial Planner (CFP) designation.

When Barry isn’t in the office with clients, he can be found attempting to lower his high handicap on a golf course during the summer or flying down a ski hill in the winter. Barry and his wife Afton also like to spend a great deal of time with their Lagotto Romagnolo or “truffle dog” Katie by going on long walks or hikes, which often lead them to the ocean and lakes as she is truly an Italian water dog.

Maureen McDermott

FinancialAdvisor | Investia Financial Services Inc.

Maureen began her career in the investment industry in 1983 and joined RPS Retirement Planning Services (a division of Wright Brothers Financial Services) in 1985.  Maureen has always had an affinity for helping Seniors and therefore specializes in Retirement and Estate Planning which includes Retirement Income Options, Wealth Accumulation, RRSP’s, RRIF’s, TFSA’s, GIC’s, Segregated Funds and Annuities.

Maureen has completed her Chartered Financial Planning designation with Investia Financial Services Inc, Elder Planning designation and is an Investment Funds Advisor as well as a Level II Insurance Advisor.

Maureen and her husband Jim have two daughters and 3 dogs so when she’s not at work she’s walking dogs, beachcombing, reading or travelling.

Support

Staff

Debra Douglas
Licensed Assistant

debra@twbf.ca

James Penner
Marketing Coordinator & Office Assistant

james@twbf.ca

Katie WRIGHT
Treat Quality  specialist
Lucy MCDERMOTT
Office Greeter

The Wright Brothers Story

The Wright Brothers story began in the late 1970’s in Victoria BC when David Wright and his brother Barry Wright joined forces to establish one of the first truly independent life insurance and financial services brokerage offices on Vancouver Island. Originally located at the corner of Fort and Vancouver Street– the Wright Brothers now calls its office at 755 Queens Avenue home. With David Wright now retired the practice is managed by Barry and his team of dedicated advisors and assistants. While there have been numerous changes over the 40 plus years in business - your team at the Wright Brothers biggest commitment remains providing you and your family with the highest quality of service. Our focus now is helping clients with their retirement, financial and estate planning needs and to manage their investments in the most tax efficient way possible in order to preserve their hard-earned wealth for them and their heirs.

Our Space

The Wright Brothers Financial Services office is located in Downtown Victoria, BC.

Free street parking is available to clients and visitors. There is a small set of stairs leading to the office; however, alternative meeting arrangements can be made for those with accessibility concerns.

Services

Planning, Investment and Insurance Solutions
Tailored to You.

Planning
Financial Planning

Effective financial planning is one of the most important tools you can use to feel confident about achieving your financial goals over any timeframe. Whether you're starting a new plan or an existing one no longer fits a professional advisor is here to help.

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Retirement Planning

Worrying about your retirement? Working with a qualified professional on a retirement plan to understand the implications of different choices, finding creative ways to invest, and maximizing your retirement savings is your first step.

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Estate Planning

Having a proper estate plan in place gives your the opportunity to make your wishes known and to ensure that those who depend on you have the resources they need to continue. Its crucial that you have an up-to-date will, power of attorney, advance directives to doctors, an executor, specified funeral wishes, selected a guardian for children or dependents and have liquid assets to pay taxes and settle your estate.

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Pensions

At the Wright Brothers Financial we have worked with clients from many sectors, both Public and Private, and have a sound knowledge base of the various pension plans and the benefits they provide to employees.

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Investing
Registered Plans

With registered accounts like RRSPs, RESPs, and TFSAs you can grow your investments tax free (until withdrawal - with the exception of a TFSA which is never taxed).

Read About Registered Plans
Annuities

An annuity is a financial product designed to provide you with a guaranteed and regular income. You can buy an annuity with a lumped sum or through making multiple payments over time. Typically, an annuity would be used during your retirement years to provide you with consistent income at an interval that works best for you.

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Segregated Funds

A segregated fund is a type of investment offered by insurance companies, which has both capital appreciation and life insurance benefits. Segregated funds are contracts between you and the insurance provider, eventually maturing, typically offing several unique features.

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Group Plans

The Wright Brothers Financial has worked in the retirement planning marketplace for decades now and can help establish employer sponsored Group RRSP savings Plans, Group Tax Free Savings Plans and Pension Plans.

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Insurance*
Group Benefits

Innovative solutions to protect and reward your business’ most valuable asset – your staff. Each plan is custom tailored to make the most out of the employer’s benefit plan budget. Attract better talent and keep your existing talent with a flexible solution built for you.

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Life Insurance

How Much Life Insurance Do You Need? There is no one size fits all answer to this question. Factors like outstanding debt, your net income (to support your dependents), your mortgage, and the desire to fund your children's future education all need to be considered. That's where your advisor comes in.

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Disability Insurance

You've worked to build up your retirement savings for your entire career - don't leave it exposed to an illness or accident. Have disability insurance in place to help you meet your financial obligations in a worst case scenario.

Read About Disability Insurance
Long-Term Care Insurance

Don't take your day-to-day activities for granted - things can change incredibly fast as we age, so its important to have a plan in place for when those day-to-day activities are no longer possible without help. Long-term care insurance can provide an income benefit if you become unable to care for yourself due to aging, the deterioration of your mental abilities or severe illness.

Read About Long-Term Care Insurance
Curious About Your Financial Needs In Retirement?

Get a professional opinion. The Wright Brothers offer a complimentary financial needs analysis tool. To take advantage of this please download the tool and follow the provided instructions.

*Insurance products and services are offered through PPI or through multiple carriers.