Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.
Working with a qualified planning professional can help you feel more confident about your financial future.
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.
Learn More About:
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.
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.
Yes. You're entire meeting can even be online if you want. We offer online booking for in person, video conference and telephone appointments.
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.
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.