Colin Wright, Investment Advisor,Kelowna, BC

Phone

Office

Office Location

1633 Ellis St., Suite 410 Kelowna, BC V1Y 2A8. map

Colin Wright is an Associate Portfolio Manager with over 15 years of experience helping families and business owners achieve financial confidence through thoughtful planning and disciplined investment management. As both a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), Colin brings a holistic approach to wealth management, balancing long-term strategy with the day-to-day realities of his clients’ goals and priorities.

Since entering the financial industry in 2010, Colin has developed an approachable style, leveraging his steady guidance when navigating complex markets or major life transitions. He believes financial success isn’t just about numbers, it’s about creating clarity, financial confidence, and opportunities for the people he works with.

Born and raised in the Okanagan, Colin is deeply connected to the community he serves. Outside the office, you’ll often find him with his family exploring local trails, enjoying the lakes and beaches, or taking in everything the valley lifestyle has to offer. Whether it’s building a retirement plan, managing a business succession strategy, or investing with purpose, Colin is dedicated to helping clients make confident decisions that align with what matters most to them.

Certificates

CFP®

CIM

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Personalized Strategies

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

Monthly Perspectives | Red Light, Green Light | August 2025

Remember the debate? Was the new president serious, or was it all a bluff? Would he really undermine the bulk of the American economy — one increasingly oriented to services and innovation — in order to turn back the clock to a world that saw high protective tariffs that shielded labourers from foreign competition. Trade negotiations are ongoing, but the verdict is already in. Yes.