Wright Wealth (Guelph)

Happy September! We at Wright Wealth (Guelph) Inc. are proud to announce that we have a new associate partner. Please welcome Shannon Lerner to the Wright Wealth (Guelph) Inc. Team! As the industry changes, and we continue to grow, it is important to find more people who match our mindset and specialize in certain areas, and Shannon is no exception. She brings her years of experience in the industry and will be our investment fund specialist. She shares the same values, mindset, and work ethic as the rest of the Wright Wealth team and we look forward to introducing her to all of our clients! Here is a little about Shannon: I work with folks to see where they are in relationship to their financial goals and map a route to where they want to go. Everyone is unique, so we tailor financial recommendations together to secure your finances today while growing wealth for financial goals and dreams. Financial information is one of the most personal and intimate things a person can share. I honour the trust placed in me and provide a safe environment to discuss the experiences and dreams that shape how you want your future to look. As a single parent, having my own financial house in order gives me confidence to dream a little bigger because I know that my needs and my children's needs will be met today and in the future. I became an advisor because I think everyone deserves that level of confidence. For me, working in financial isn't about money. It's about caring for people and what's important to them. Please join me in welcoming Shannon to the team! 🤙

It happened…It really did! #Fridayfunny #fridayfeelings #dadjoke

When was the last time anyone reviewed your life insurance policies? #sharethelove #lifeinsurance #guelphbroker

Do you have a will? How is it funded? #sharethelove #lifeinsurance #guelphbroker

Life insurance helps you convert your business into cash for the family. It turns bricks and mortar into dollars and cents. Thanks to Ben Feldman for this one! #sharethelove #lifeinsurance #guelphbroker

Happy Monday! For some of us, Monday is the start of the week. For others, it's a continuation. But, if we are in a career we love, does it really matter what day of the week it is? What are Mondays to you? #boomtownrats #idontlikemondays #mondaysrule

When you retire, would you rather work on a golf course or play on the golf course? #retirement #whatwouldyoudo #retire #retire #retirement #retirementplanning #life #retirementplan #incomeplan #incomeplanning #retirementgoals

I do…I really do… #Fridayfunny #fridayfeelings #dadjoke

On this day in 1918, Canadian women won the right to vote in federal elections, and only three years later the first woman was elected to our House of Commons. Bonus points if you can name her… #canadianhistory #historica

Bifocals were announced as an invention today by Benjamin Franklin. On this day in 1785, Ben Franklin announced his latest invention: bifocals! If you’ve ever squinted to read a road sign far in the distance or held a can of food up to your face to read the ingredients, pay attention! Bifocals have two different prescription lenses, one to help see things far away and one to help you read things close up. You can thank Mr. Franklin for finding a way to fix both problems at once. #ThanksBenFranklin #OnThisDay