3 Best Financial Services in Guelph, ON

Upon my retirement and relocation to Guelph ON, I searched for a local financial advisor. Trevor Wright was listed among the top 3 advisors in the Kitchener-Waterloo, Cambridge and Guelph areas. Unlike the other 2 advisors, Trevor was “ independent “ and had access to a wide array of products from different providers.Trevor’s first area of concentration was to analyse the fees I had been paying. The results shocked me. Trevor was able to reduce my fees ( admin, back end etc) by almost $10K per annum. That is nearly $60K in the 6 years I have been with Trevor. His next area of concentration was in the actual choice of investments. He improved the overall quality of my portfolio while enhancing the return on investment Trevor frequently checks in with me to update me on emerging trends, new investment opportunities etc. In addition he circulates a monthly newsletter which provides a high level perspective on the market and developing trends. I have no hesitation in recommending Trevor Wright as a trusted, knowledgeable financial advisor who puts your interests first and foremost. D.M

Trevor Wright is truly a heart-centred financial professional. He acts with integrity and always shows up as his authentic self. He has a way of making people feel comfortable, even when talking about death and insurance. Trevor wants to know you, know your dreams, and help you achieve them. If you want a shorts and sandals guide to financial wellness (with dad jokes sprinkled in for laughs) - Trevor Wright is the right person for you.

Trevor is fantastic to work with, knowledgeable and prompt. He answers my questions in ways that I understand and in a timely fashion. I would highly recommend Wright Wealth for your wealth management needs.

Since my employment began with Experior, I have seen nothing short of a fantastic office staff, caring leadership, and knowledgeable associates. I am beyond grateful for all of the opportunities presented to me at Experior Financial Group, Inc. I look forward to many great years ahead, accompanied by the many achievements we will accomplish together.

I'm proud to say I work for Experior Financial Group! Experior truly is a company that cares about their Staff, Agents and Clients. They don't just use words to express it, they show it through their actions every day. I've been working at Experior Head Office for 2 1/2 years and have been a client from the beginning. Experior is an amazing company and they strive to make a difference in the lives of everyone they come across. I am blessed to be a part of such an awesome company.

From beginning to end, our advisor, Dror David (Toronto) was warm, friendly, and extremely knowledgeable. At our preliminary meeting, he took the time to go through and explain various scenarios and assessed our needs and goals with patience and humour. He came back to us with a thoughtful and tailored plan, and offered a few variations which allowed us to further tweak to suit our short and long term financial vision. A pleasure to work with - a trusted professional who is client-focused.