As your advisor, Doug will coordinate the wealth management process, helping you identify your goals and implement a series of strategies to help you realize your vision for the future. In addition to being the key contact for the group, Doug is also a registered Portfolio Manager. Doug is in charge of security selection for all managed portfolios (High Yield, Income & Value, Value, US Equity, CAD Balanced, US Balanced). Doug has extensive experience working with private clients, family offices, businesses, and charitable foundations. His group, The Wright Financial Group, focuses primarily on business owners and professionals. Prior to joining CIBC Wood Gundy, Doug served as Investment Advisor, Branch Manager, Managing Director, Regional Director and Senior Vice-President at another major Canadian bank. With 20 years of experience in the Canadian financial services industry, Doug leverages a truly unique industry background when providing wealth management solutions and ongoing advice to his clients.

"Over the past few years, working with Doug has enabled us to have more `financial peace of mind' than ever before. Doug and his staff bring a dedication, competence and attention to detail to the business that I believe would be difficult to find elsewhere. In relying on Doug to efficiently manage and maximize my investments, I am entrusting him with the future of my family and feel completely at ease in doing so." M.D.

Harrison graduated from the University of Guelph in 2018 with a Bachelor of Commerce degree and brings to the team over six years of industry experience. He assists Doug in managing client portfolios, conducting research, and helping achieve our clients' wealth objectives.  

Liv joined The Wright Financial Group in June 2021 after graduating from Toronto Metropolitan University with a Bachelor of Arts degree.  She is committed to servicing day-to-day client needs and providing superior client experience.