Built on Trust
Driven by Results.
Our Mission, Values and The Team Behind Your Success
About Us
At WiseInvest®, we help Canadian business owners like you protect what you’ve built, grow your wealth, and secure your legacy. From corporate insurance and estate planning to family trusts and pension strategies, we tailor each solution to your unique goals. Our experienced team offers hands-on guidance and clear communication—so you can stay focused on running your business. With WiseInvest®, you can move forward with clarity and confidence.
Meet Your Talented,
Experienced Team
Behind Your Success
Trusted Advisors Committed to Your Financial Growth.
Peyman Salari
Peyman Salari, CFP®,CLU leverages his more than 2 decades entrepreneurial experience to found Canadian WiseInvest® Inc., delivering strategic financial guidance to empower Canadians in taking control of their financial future. With expertise in holistic financial, tax, and estate planning, he caters to business owners seeking clarity amidst demanding schedules. Committed to philanthropy, Peyman actively contributes to charities and community causes. His personalized approach fosters financial confidence, enabling clients to navigate wealth-building and benefit from proper financial planning.
Schedule ConsultingRoxana Torkzaban
Roksana's goal is to make financial services inclusive, personalized, and easy to understand. With over 18 years of entrepreneurial experience in Canada and overseas, she believes navigating the financial system doesn’t have to be complicated. With the right guidance, individuals, families, and businesses can achieve long-term financial success.
Serving clients in Ontario and British Columbia, Roksana provides tailored strategies to eliminate barriers and empower confident financial decisions. Her personalized approach ensures you feel supported every step of the way.
Financial services offered through Hub Capital Inc. & Hub Financial Inc.
Schedule ConsultingAmir Hossein Dehnadi
Beginning with a degree in mechanical engineering and enhanced by business certifications, I built a foundation in analytical precision.
After moving to Canada and recognizing a widespread need for financial literacy, I pivoted to the financial sector in 2015, dedicated to ensuring financial security for all. I aim to guide individuals with informed, personalized advice. On a personal note, my family and I treasure our time outdoors, enjoying Canada's landscapes through hiking and skiing.
Schedule ConsultingElnaz Mohtashami
With five years in the financial industry, I specialize in financial advising and insurance solutions in British Columbia. My goal is to simplify financial decisions, provide personalized strategies, and empower clients with confidence for long-term success.
Financial services offered through Hub Capital Inc. & Hub Financial Inc.
Schedule ConsultingShiva - The-Behind-the-Scenes Hero
While our advisors focus on your financial future, Shiva keeps everything running smoothly in the background. As our Office Manager, she's the warm, capable link between you, your advisor, and the providers behind your plan.
She leads our admin team, keeps your paperwork moving, and makes sure you always know who to contact and what's coming next. Whether it's a quick call or a complex request, she makes sure you're heard, helped, and never left guessing.
In short: Shiva makes your experience feel seamless—because it is.
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.