Matthew Wright

Investment Planning Advisor


“Each dentist has their own unique business and personal goals and needs. I take the time to understand those needs, work with them to outline milestones, and then together, we design the best course of action. I am an enthusiastic believer in adapting advice to each client’s specific needs.”

Matthew Wright is a bilingual Investment Planning Advisor who holds an MBA in Finance. Matthew serves the financial planning needs of dental professionals and their families in the areas of wealth management, estate, and tax planning. He has experience in the financial services industry both professionally as well as academically and before joining CDSPI Advisory Services Inc, he spent several years in the investment brokerage division of a major Canadian bank.


Perspective on Working with Dentists

Matthew enjoys working with dentists in their businesses creating strong financial plans. “Watching the progress my clients make is rewarding. Observing their transformation through the journey of their dental career – from students, to getting their first job, to buying a practice or five, to starting a family, and then to retiring – is what I enjoy about being a financial planner to dentists.”

As a not-for-profit organization with salaried advisors, Matthew believes that CDSPI empowers advisors to dedicate time and care to each dentist. “Your voice is heard, and collaboration is encouraged. That is a significant part of why I love working at CDSPI.”


1.800.561.9401 x 6861


  • Bachelor of Business Administration (BBA), Trent University
  • MBA, Finance, Grenoble Ecole de Management, London, England


  • Toronto Region

According to Warren Buffet, “The best investment you can make, is an investment in yourself.” When you invest in your financial security, you gain the ability to meet your needs and aspirations – and that is Financial Wellness. The way to achieve this is by building a financial plan with regular reviews. It becomes clear when you see the numbers and know where you stand. “I help my clients create that plan and guide them so that they achieve and remain in a state of financial wellbeing.

When not working, Matthew enjoys spending time with his family at home or travelling. He loves skiing and enjoys water sports, fishing, hiking, and navigating traffic on his motorcycle.