Suite 110, 230 Brownlow Avenue, Park Place 5, Dartmouth, Nova Scotia
C: 902-449-7637
O: 902-404-8410

Where People Matter.

Welcome

Individuals, families and small businesses need trustful advice. With many years of experience in wealth preservation, Wiltshire Financial is able to help individuals and businesses in areas of group heath and savings, retirement, estate planning, investment and insurance.The benefits of Wiltshire Financial include: Saving money, building a great retirement, preventing financial crisis due to critical illness, disability, or death, fostering educational savings, protecting investments, providing value to small and medium businesses, and banking and lending strategies.

Learn About Us...

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Doug has been my financial advisor for years. His knowledge of wealth management has put me on track to meet my retirement goals. Doug is friendly, outgoing and capable of putting everyone at ease about the complex world of financial investment.

Dan Wambolt
Halifax, NS, Halifax, NS
Preparing for retirement can be very daunting, decisions are not to be taken lightly, when looking for an advisor above all else I needed someone I knew I could trust. I have known Doug Wright for 10+ years, I knew of his work ethic and felt we would be a good fit. I was right, Doug always has time and patience for me. He presented me all my options taking the time to be sure I understood each and every option. I would highly recommend Doug to anyone seeking financial advise.
Margaret Armour

Preparing for retirement can be very daunting, decisions are not to be taken lightly, when looking for an advisor above all else I needed someone I knew I could trust. I have known Doug Wright for 10+ years, I knew of his work ethic and felt we would be a good fit. I was right, Doug always has time and patience for me. He presented me all my options taking the time to be sure I understood each and every option. I would highly recommend Doug to anyone seeking financial advise.

Heather Norris

I would recommend Doug Wright with confidence. Doug is very dedicated to meet the needs of a diverse client base; from new graduates starting on their career paths, to middle life singles and couples to those nearing or in their retirement years.

Sylvia Euale

We find Doug to be very knowledgeable, efficient, trustworthy
and very pleasant to work with.

Bob & Dorothy Hall

Jennifer and I are very satisfied with the investment products you introduced to us. You respected our level of investment knowledge and presented valuable information that allowed us benefit from a unique investment product. This provides us a feeling of security that our future retirement goals will be achieved.

Bruce

My dealings with Doug have been totally professional, knowledgeable and direct. I am confident that he always has my best interests in mind.

Doug Strongman

Doug has been my personal advisor for many years. He is confident, trustworthy, knowledgeable and able to assist in many areas to provide sound financial choices and comfort.

Shirley Hall

empower u has been a great support. Love it!

Juliette

Accountability is the key. empower u gives you this and more.

Donna

This note is regarding the personal finance workshop offered by Doug that I had attended few weeks ago. I liked the format of the presentation and the advice was very pragmatic. I have since enrolled in the ‘EmpowerU’ program offered by Doug. I like his attention to details and his tailored advice related to my needs. I also love his commitment to disseminate personal financial education to the youth. Doug is an excellent coach who strives to enhance the financial health of his clients.”

Thanks,

 

Neel

I feel confident moving forward with the plans, strategies, and tools Doug’s given me to meet my debt and saving goals. I’m so grateful for the experience; I feel so much more in control of my finances, something I didn’t think possible in my early twenties!

Thank you again for providing the Dal Workshop opportunity and for the opportunity to provide my comments!

 

Melissa Cooper

I have been busy and trying to be faithful to keeping records of how I spend. Disciplining myself on if I actually need to buy or not. The whole process is quite helpful and wish I had done this earlier. I am still happy to see that there is some spare money that I could tap into for those emergency situations. I am so concentrating on that step, that have not been able to read more and don’t know if I still have more to share on the personal finance.
thanks alot,

Rene

Available Programs

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Financial Finesse
$499.00

Estate Management


One of the most important functions in life is to be prepared for the inevitable. Organizing your affairs and personal records will be one of the best things you ever did for yourself, your family and your executor. We can help with this important task as well as assisting your executor when the event happens. It will give you peace of mind, huge cost savings and a very thankful executor.

Retirement Planning

Retirement planning is an individual experience. It is a work in progress. Just a few key pieces of information though will get you well underway to discovering your retirement options. Cashflow requirements, retirement income sources and timelines are several crucial elements. As a financial planner, Doug Wright has helped hundreds of individuals and couples with their retirement planning. A confidential Financial Health Assessment is the beginning of a competent retirement planning process. Life throws curve balls from time to time so we need to periodically make adjustments. That is part of the process.

Investment Planning

Investing like retirement planning, is an individual process. So many strategies exist but it boils down to several key areas; growth, guaranteed and balanced investing.

An Investor Profile is the first step in developing your investment strategy. Completing one in combination with a Financial Health Assessment with an experienced financial planner like Doug Wright will be a valuable part of your overall strategy.

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