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Colin A. Wright

Manager, Audit

466 followers

Greater Toronto Area, Canada

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Timeline
About me
Finance Professional. Passionate about financial literacy and helping individuals and organizations understand and navigate through today’s complex financial world.
Education
- X Loyola High School, Montreal
  -
  Honours Graduate
- University of Waterloo
  -
  Bachelor of Mathematics
Experience
- Crowe Soberman
  Mar 1995 - Jul 1998
  Manager, Audit
- George Weston Limited
  Aug 1998 - Dec 2016
  - Director/Senior Director, Pension Investments
    Apr 2006 - Dec 2016
  - Senior Analyst/Manager, Pension Investments
    Aug 2000 - Apr 2006
  - Senior Financial Analyst, Financial Reporting Group
    Aug 1998 - Aug 2000
- InBenefits - A third party pension and benefits administration and consulting firm
  May 2018 - Aug 2022
  Communication Lead, Pensions
- Financial Services
  Jan 2023 - now
  Financial Consultant and Coach
  Today's financial world is complex. Many individuals need help with their financial matters. Advisors at financial institutions may be motivated to sell their financial products for commission instead of acting in their client's best interest. As an independent Financial Consultant and Coach, I charge on a fee-for-service basis and don't sell financial products. I provide the following services to help ease my clients' burden of managing their personal finances:• Portfolio review and investment strategy• Retirement readiness and retirement income planning• Income tax planning and annual filing• Personal financial review and plan• Financial literacy and coaching Show less
Licenses & Certifications
- Chartered Professional Accountant, CGA
  Chartered Professional Accountants of Ontario (CPA Ontario)

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