Wiltshire Financial Management - Dartmouth, Nova Scotia

Kim Stewart

Have been dealing with Doug Wright for years and would highly recommend him. He is personable and has a very down home approach. He is always on top of the latest issues in the financial world. I was first introduced to him at a workshop in my workplace and took advantage of his free consultation to deal with my financial situation at the time which was quite dire. Doug was able to make suggestions in plain language and even suggested a good soup recipe that could stretch our grocery dollar. That's the kind of customer service he provides. If you miss the kind of service where someone actually cares about their clients and follows up with them I would recommend Doug highly. I am now retired and was able to get a financial wellness check before I retired which has given me a lot more confidence moving forward financially since I retired in December. You will not be disappointed in dealing with Doug.

Anne Lucas

Doug has been our financial planner for many years and has consistently provided us with excellent service and advice. He keeps in regular contact and always responds promptly when needed. We would not hesitate to recommend him to friends and family for all their financial planning needs.

Dg Evasuk

Doug makes excellent use of experience as well as an array of methods while working with clients. He is proactive in his approach , offers suggestions in conjunction with identifying and balancing client insurance/investment needs. One of a handful of personal advisors that apples Estate Planning as a practice in addition to offering products.

Terry Drisdelle

We have known Doug and his family for many years, and have been dealing with him as an experienced financial consultant for the past few years. His experience has provided us with good advise that corresponds well with our particular needs, and guidance on such items as planning for retirement, investments, and questions related to CPP, insurances and management of financial resources. Never pushy; simply good sound advise and suggestions, and always with choices and pros/cons of each option.

Barry M

I'm new to working with any financial management company, but so far I'm extremly happy with Wiltshire Financial. Doug took his time going over all my options allowing me to make an informed desision on investing. He is always quick to respond to any questions or concerns I have. I highly recommend giving Doug a call if you if you are in need (like I was) of some good financial/retirement planning.

Arthur Hall

It was a good day when my wife and I were introduced to the services of Wiltshire Financial. I had just retired and needed to consolidate my various RRSPs into a well managed portfolio that would meet our needs for security with growth. And, of course, all handled by someone we could trust with our retirement funds.

We feel that Doug has met our goals, and more, on a continuous basis. He is a good communicator and will always keep you informed...No surprises! We have benefited from his very good financial advice.

I believe we are more than just names to Doug (he has taken the time to really get to know us) and I would recommend him to anyone needing financial planning.

Denise Theriault

Doug is so easy to work with ! He is very quick to return our calls, emails and answer any questions we have. He always provides great suggestions on how to improve our finances.

Duan Ash

Douglas Wright is an excellent Financial Manager who takes his time to ensure he is providing exceptional service to his clients and fulfilling their goals. I recommend to anyone who is looking to get their personal belongings in order to contact Douglas Wright.