Jeffrey P. Wright, BA, CFP, RHU

Vice President of Operations and Financial Services broker

Beginning his career in the bank, Jeff has been in the financial industry for over 25 years.  Capitalizing on his various roles in customer service, sales and volunteer work, Jeff brings a high level of commitment to service to each and every client he works with regardless of how big or small they may be.

As a Certified Financial Planner, Jeff combines his customer service with his experience, training and knowledge, utilizing a 3 step process to help his clients understand the rules of the financial game, ultimately helping them achieve their own level of financial independence.

Jeff is married to Liane and they have 2 adult children.  Jeff is active in his community serving on the board of 2 not-for-profit charities.  Jeff likes to spend his spare time playing sports and sea-dooing on Mary Lake in the Muskoka’s, during the summer months.