This guide is free, and it'll stay that way. Here's who wrote it, why, and how to reach us if you'd like a hand.
Last reviewed: October 2026
Wright Wealth (Guelph) Inc. is an independent financial and insurance firm based in Guelph, Ontario. Our team of advisors helps families and small business owners with life insurance, living benefits, investments, retirement income and estate planning. Because we work with many insurance and investment companies, not just one, our job is to find what fits you.
Because "where do I even start?" is the question we hear most after a death. Families shouldn't have to piece together answers from a dozen government websites at the hardest time of their lives. So we wrote down, in plain English, everything we explain at kitchen tables across Guelph, and put it in one place.
Rules change. We review this guide regularly and show the date of the last review on each page. If you spot something that's out of date, please let us know at trevor@wrightwealth.ca.
I built this guide for the families I meet who are trying to do right by someone they love while buried in paperwork. If you're here because someone you love has died, I'm truly sorry. Take your time, take what's useful and leave the rest. My name is Trevor, and whenever you're ready to talk, I'm here.
Guelph office
Born and raised in Guelph, I ran restaurants for years before moving into the work I'd always wanted to do. Today I help families and small business owners with life insurance, living benefits, investments, and retirement and estate planning. I believe in teaching first: you should understand your options before anyone suggests anything.
Wright Wealth (Guelph) Inc.
102-490 York Road, Building A, Guelph, ON N1E 6V1
Phone: 1-877-242-9116
Email: trevor@wrightwealth.ca
No pressure and no sales pitch. If we can help, we'll say so. If you need a lawyer or an accountant instead, we'll tell you that too.
