DOUGWRIGHTNB.COM

Our goal is to assist you in turning your Investment, Retirement, Education, Estate* and Transition Planning goals into reality by providing you and your family with the very highest level of Wealth Management Advice... We work closely with our clients' to understand their needs, objectives and risk tolerances to formulate customized financial strategies designed to improve portfolio returns. In developing their financial plan, we examine their current financial strategies, focus on their objectives and quantify their goals while keeping risk at acceptable levels. Whether a client is conservative and income oriented, or looking for growth, we design a strategy that best fits their needs... We are committed to helping our clients achieve their goals, minimizing their risk and meeting with them on a regular basis to review their strategies and evaluate their progress.

Primary location: Ottawa