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- About Us

WiseInvest™ is a specialized financial planning firm that proudly serves clients throughout Canada. Our goal is to help Canadians fully harness the benefits of the financial industry while minimizing stress and uncertainty. Our team consists of knowledgeable and experienced advisors who are dedicated to creating customized strategies that align with each client's unique needs, concerns, and goals. We place a high value on trust and strive to exceed our clients' expectations by providing exceptional service and achieving outstanding results. At WiseInvest™, your trust is our most valuable asset, and we work tirelessly to earn it every day

  • Vision
    Making professional financial advisory services accessible to every Canadian that’s within a budget.

  • Mission
    As fiduciary financial advisors, we prioritize your financial needs and always act in your best interests.

- Services

Corporate Services

Your business is important to you. We help you maximize your earnings. Whatever your corporate structure or situation, we ensure your strategies are optimized and you’re getting the greatest benefits out of corporation while optimizing taxes.

Individual Services

The right insurance protection could be one of the most important decisions of your life. Remove the complexities of finding the one that suits you best, with the help of a WiseInvest™ advisor that can give more clarity.

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.

- Testimonials

I am very pleased to have been working with Peyman for more than a year now and have received the best service I could expect! He is very professional, knowledgeable and trustworthy, gives you all the information and advice you need in a high standard level and is never pushy. Highly recommend him to anyone who would like to get his/her financial matters in order.
Maryam
I worked directly with Peyman regarding a few investments and insurances for myself, my family and my business. His knowledge regarding new guidelines and opportunities is great. In this company, my request is taken seriously and they treat all my inquiries with professional manners. I like discussing my concerns with them since I found them friendly to do their best to solve the clients problems.
Ali Jafarpour
I am working with "Peyman Salari" as a Financial Advisor for more than three years, He is very smart, knowledgeable, patient and always offer you the best of possible investment, We had some product in the past from other company without any follow up, Our family have different investment/insurance packages with him and he always follow up for the better investment. I have referred him to many of my friends and offer he and his team to anyone needs some financial advices. They can train you the financial concept and what you need to know about the money matters in some sessions and after that you know how is it going in the financial markets and what you need and what you don’t need. Highly recommend him.
Seyed Alireza Erfani
Peyman is very professional and supportive. He constantly provides with proper financial recommendations and timely updates for my investments. Happy to work with his team.
sanaz asadkarami
I have been working with them for more than one year now and am very happy with their services. Especially, my advisor, Peyman, was always accessible to reach and provided me with valuable information.
Sajjad Janfaza

- A Winning Team Of Advisors
Centered Around Advisors

Learn And Grow With Us

Call Us Now +1 (604) 259-4242
Email Us Now info@wiseinvest.ca

- Our Blog

03May

A client’s story about joint tenancy 5%

Welcome to an enlightening vlog journey where I reveal a... read more

26Apr

How to grow your money Tax-free? Let’s talk TFSA!

Ready to take control of your financial future? In this... read more

18Apr

Struggling with your downpayment? FHSA could be the answer.

Are you dreaming of your first home in Canada but... read more

16Feb

Investable assets in RRSP

Planning for retirement and managing your RRSP investments can seem... read more

13Feb

How Spousal RRSP could reduce your taxes?

In this insightful video, join Peyman as he discusses the... read more

08Feb

Navigating RRSP Investments for Business Owners

As Canadian business owners gear up for the fiscal year... read more

08Feb

Crafting Your Ideal Retirement Strategy: A Guide for Business Owners

Ensuring financial stability during retirement is paramount for business owners.... read more

02Feb

5 Tips to Make the Most of Your RRSP

Addressing retirement planning challenges faced by many Canadians, this video... read more