Our Team

For over 30 years, Rob Wright has been an exceptional financial coach for his clients, helping them set goals, manage their challenges and opportunities, matching their ‘life needs’ to their financial resources. He helps busy entrepreneurs, successful individuals and their families achieve their dreams.

Everyone needs a ‘financial coach’, a trusted advisor to help them set up their ‘game plan’ and measure their progress towards their goals and to hold them accountable to their dreams.

Rob understands the unique challenges facing today’s business owners and has developed a proven method that provides his clients with laser focus on their personal financial planning, helping business owners develop structures and strategies to unlock their wealth from their business.

Rob, with his wife Lori, their daughter Taylor, son Jax and two dogs, live in the country outside of Erin Ontario. Rob believes that you have to find a balance between family, friends, business and your community. As a busy father of four children, Rob has established a reputation as a leader in Rotary and as the past President of the Ontario Basketball Association, a position he held as a volunteer for a decade. Currently, Rob is focussing his attention to Canada Basketball as the Vice Chairman of the Board of Directors, helping them fulfill a dream of a Gold medal at the Olympics for Canada.

When Rob is not in his office or volunteering his time on the basketball court coaching or in a Boardroom, you can find him cruising the Caledon hills on his motorcycle.

Insurance products available through Robert Wright.

Paul began his career in the financial services industry more than 20 years ago at one of the major banks and knew the financial services industry was where he wanted to be.  When the opportunity to work with Mowbray Wright Financial was offered, he recognized quickly it was the perfect place to help make a difference in people's lives.  He has not looked back. 

After achieving the Certified Financial Planner (CFP®) in 2005, Paul employs a highly personal approach to financial planning that helps his clients act their way to financial success by using their financial resources in the most efficient way possible.  He helps them understand a family cannot react to their way to financial success and helps them create a plan they can implement and act on it - regardless of the fads or fears of the moment – to achieve the goals they have for themselves and their family.

Using a cautious approach, Paul assists people to protect themselves from life events in the most efficient way and invest in the things that will help achieve goals, such as early retirement or the education of children. 

Paul was the host of a live television show for 2 years, focusing on various financial planning topics.  A lifelong fan of hockey, he just ‘retired’ from his second career of 17 years as a minor hockey referee in the GTHL.  Paul and his wife, Melissa, and their daughters, Abigail and Meredith, are active residents of the Etobicoke community, where they have lived for over 25 years. 

Chris started his career with and has been a valued member of the Mowbray, Wright Financial team for 25 years.  A graduate of the University of Western Ontario, Chris continued further industry studies, completing the CERTIFIED FINANCIAL PLANNER (CFP®) designation in 1998, and he has been the acting Branch Manager since completing additional regulatory courses in 2001.

Chris has dedicated himself to the Mowbray, Wright team, helping the firm’s clients to create and enhance their personal wealth by continually striving to provide the best in financial advice, products and services. Chris has been a financial advisor for his own clients, as well as helping other advisors at MWFI provide advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in the GTA, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.  Maintaining his conservative discipline, Chris strives to first protect & then grow his clients’ hard-earned financial assets with personally tailored investment solutions, tax management strategies, and by helping his clients avoid the classic behavioural investment mistakes.

Having grown up in St. Catharines, where he continues to maintain close ties, he now resides in Oakville, with his wife Jennifer, daughter Sarah, and son Joseph. As a father of two busy children, who will be off to further their studies at University within the next 1-3 years, most of his current ‘free’ time is spent at the local arenas coaching youth hockey.

Tel: 416-234-8055 (ext. 106)

Insurance products available through Chris Penman.

Helen is the first point of contact at Mowbray Wright. Since joining our team in 2007, she has transitioned into a valued member of our team who has a diverse scope of responsibilities.

Helen enjoys giving our clients the highest level of service in all situations that are both prompt and personal, her thorough approach to tasks enables her to provide our clients with the level of personalized service that they can expect and deserve.

Helen also provides strong administrative support and assistance to the Team dealing with insurance quotes/illustrations, client servicing, meeting schedules and preparation, and executing and reconciling trades as well as participating in all areas of client development & financial planning.

Helen is a long-time resident of Etobicoke who enjoys spending time with family and friends.

Tel: 416-234-8055 (ext. 101)

397 Rathburn has been Marilda's home away from home since August of 1991.

As Office Manager, Marilda's responsibilities are to adhere to the standards of licensing requirements, the processing of all accounting and administration, the organization of client functions, and the development and coordination of new business. 

Marilda finds herself challenged by a diverse scope of responsibilities, and devotes numerous hours to ensure client satisfaction.

Since June of 1994, the beautiful town of Oakville has been home to Marilda and her husband Michael. She enjoys the company of family and close friends and finds herself stealing precious moments with her daughter Melissa, son-in-law Alex, and her granddaughter, Annie.

Tel: 416-234-8055 (ext. 102)