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- Services

At WiseInvest, our team of experts provides holistic financial guidance for both businesses and individuals. We become your trusted partner, managing your complete financial picture.

Corporate Services

Running a successful business requires strategic financial planning. Our corporate services help you thrive by providing:

Business continuation - Identifying and managing risks to continuation
Tax Optimization - Legally lowering your tax obligations
Entity structuring - Choosing the ideal corporate structure
Executive compensation - Attracting and retaining top talent
Maximizing benefits - Identifying opportunities to maximize tax-efficient rewards
Business succession planning - Ensuring a smooth transition
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Individual Services

Securing your financial future starts with a partner you can trust. Our individual services simplify complex issues by providing:

Customized insurance solutions to protect your loved ones
Investment management tailored to your risk tolerance and goals
Retirement planning so you can live your later years stress-free
Estate planning to create an effective legacy strategy

Let's discuss your unique needs to craft a personalized financial plan.
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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.

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

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
Sanaz Asadkarami
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
Ali Jafarpour
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
Sajjad Janfaza
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
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