Wealth Management

Providing all-in-one financial solutions and insurance protection for corporations and individuals to help maximize their wealth and minimize their risk, with a team of world-class advisors.

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Corporate Tax Savings Plans

Minimize your tax payments by leveraging your corporation.
Open the doors to new possibilities.

Helping business owners take advantages of corporate funds while optimizing their tax liabilities is our expertise.
You’re one call away from experiencing more wealth and lower tax payments for years to come.

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Learn And Grow With Us

Located in the heart of beautiful Vancouver, British Columbia, WiseInvest™ was created to help Canadians achieve financial independence with a sound financial plan in place..

Backed by this pursuit is a team of knowledgeable experts that deliver personalized financial planning and advising to lower taxes and maximize portfolio growth.

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Fiduciary

Your financial security and interests are our top priority, ensuring that we uphold a level of care and loyalty so you can always feel confident your assets and privacy are closely protected.

Responsiveness

You can count on us to deliver exceptional support and prompt responses, whatever your need. You’ll always be one quick phone call or email away from personalized support.

Professionalism

We’re always striving to exceed our own standards and provide a level of service that sets new industry standards – just another reason our clients choose us that their number one financial partner.

A Winning Team Of Advisors, Centered Around Advisors

Inside WiseInvest™ is a team of exceptional advisory talent that has the tools, technology, and resources to help any new recruit become a success. We also adopt a philosophy of complete autonomy, encouraging every advisor to “be their own boss” and manage their day-to-day with freedom. It’s this approach that has led to an enriching corporate culture and exceptional client experiences.

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It might seem complicated on the surface, but saving money on your taxes is easy when you have an advisor by your side that knows the “ins and outs” of the corporate tax system, able to create custom approach that minimize your taxes in the most effect way.

Have a sense of relief knowing your corporation is protected in the event of any unexpected crisis for yourself or employees (death, sickness, etc.), so you can always be covered.

Get some personal relief knowing that your personal finances are done by a seasoned professional who has your best interests in mind, every step of the way.