Toll Free: +1 (877) 331-5122
Fax: (604) 642-4205
Expertise that's one to one
Cory J. Wright is an experienced Investment Advisor who provides comprehensive advice and a high level of service for medium to high net worth individuals and small corporations. Mr. Wright advises on a broad range of topics related to the securities markets, however, he specializes in the areas of fixed income and managed money, specifically those investment products and managers that are only suitable for sophisticated and/or wealthy investors.
Recognizing that high net worth investors expect and deserve an advanced level of specialization and commitment from their money managers, Mr. Wright has developed a comprehensive program that brings these two groups together. Common characteristics amongst the recommended managers include those that commit significant personal capital alongside the client, and those that have the flexibility to implement investment strategies unavailable or uncommon to traditional fund type investments.
Mr. Wright also works closely with David Temple, an experienced Estate Planning Specialist, in developing effective insurance and estate plans for his clients. This ensures that clients have structured their assets in a manner that reflects their personal circumstances and goals for asset and income protection, a tax-efficient estate, and charitable giving efforts.