Services

Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.

What We Do

Planning

Get on track with a plan to reach your financial goals

Investments

Invest for income, growth or stability with innovative financial products

Insurance*

Protect you and your loved ones from the unforeseen

Planning

Working with a qualified planning professional can help you feel more confident about your financial future.

The Wright Brothers has you covered for financial, retirement & estate planning.

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Financial PlanningRetirement PlanningPensionsIndividual Estate PlanningCorporate Estate Planning

Investments

Investing has never been as important for Canadians as it is today! There has also never been solutions that make it so accessible.

Not sure where to start? Book an introduction now or -
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Insurance*

Protect what matters the most or shield your most valuable asset - you!

With insurance solutions tailored to your needs you can feel secure that both you and your loved ones are protected during life altering events.

Reward, attract and retain the talent your business has worked so hard to develop with a fully customizable group benefits plan.

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Frequently

Asked

Questions

Do You Have Experience Working With Business Owners?

Yes! Business owners (large and small) make up the bulk of our clients. We're here to help with all the stages your business goes through from its start to its sale or succession. We'll work with you to develop tax-efficient investment solutions and appropriate insurance for your unique circumstances.

How do You Charge Fees? 

The Wright Brothers Financial Services provides any initial consultation on a complimentary basis to be sure that our services are suitable for your individual financial needs. Generally, planning work (financial, estate, etc...) are quoted based on the complexity of each individual situation. Fees associated with any investment product are disclosed prior to its purchase through funds facts, prospectuses, or other mandatory documentation.

Can I Book Meetings Online?

Yes. You're entire meeting can even be online if you want. We offer online booking for in person, video conference and telephone appointments.

Are You BBB Accredited?

The Wright Brothers Financial Services has been accredited with the BBB since 2010 and in business for over 40 years. Here's a link to our profile with the BBB

Our Location

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.

Our Mission

The Wright Brother's mission is to help you achieve your financial goals, while adding value with our years of experience as professional advisors every step of the way.

We're as invested in you as you are in us. Ready to take your next step towards your goals?

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.