Lloyd Wright | Mercer Canada

Lloyd Wright

Leadership
Wealth Planning Consultant - Toronto
Leadership Profile

Lloyd Wright, CA, CPA

Wealth Planning Consultant

Contact

Career

Planning your future peace of mind                  

Lloyd’s mission is to help clients and ensure their future peace of mind. There are a number of factors that need to be addressed and coordinated, but it all starts with the clients, and what they want their wealth plan to look like. Lloyd believes in teamwork as he works with other counsellors to help set realistic and achievable goals for his clients.  He looks at certain key factors such as taxes, corporate structuring, whether their interest costs are deductible and many other items, and offers advice to help clients achieve their goals.  Lloyd is a CA and CPA, and has worked in public practice for over 30 years helping people meet their needs.                   

Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada

Telephone: +1 647 438 8218    

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Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.