Canadian Wiseinvest Inc
1185 West Georgia Street, Vancouver, BC, Canada
(2)
1185 West Georgia Street, Vancouver, BC, Canada
(2)
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.
2 customer reviews
Tim Miller
Financial Advisors
Walked me through the financial planning process and took time to prepare multiple planning scenarios for our discussion.
Siroos
Financial Advisors
I have to say special thanks to Peyman Salari and Mohsen Salman who help me to find financial achievement and personal goals. They provide the highest level of service to me. I would like to recommend both of them as professional and knowledgeable which is able to give all clients an opportunity to discuss any changes in their financial situation, prepare for their planning with a tax advisor and review their investments and retirement plan. More...
What do you love most about your job?
Being able helping Canadians all across country achieving what they deserve for.
What inspired you to start your own business?
The opportunities we have in financial industry and the degree of complexities which limited people access to the service the deserve for.
Why should our clients choose you?
Having access to a knowledgeable financial advisor is difficult for people as they are mostly surrounded by licensed brokers who mostly have limited knowledge in few areas, While WiseInvest look at the big picture and tries to have a holistic approach to people needs, goals and pains.
Can you provide your services online or remotely? If so, please add details.
we can have meeting both in our Downtown office and via Zoom, our preference for now is zoom meeting.
What changes have you made to keep your customers safe from Covid-19?
Having most meetings online, and if for any reason we have to have face to face meetings, wearing mask will be mandatory.
Financial Planning
Between now and your retirement, you only have so many years to let your money grow so you can live a comfortable retirement. Things to consider are when you want to retire, how long you plan to live in retirement, how much you’ll be comfortable living on in retirement, and much more. These might be topics you haven’t considered before and might even bring stress when you think about it. That’s where seeking guidance from a trusted professional who has helped many individuals just like you navigate their future path for retirement success can be beneficial. Everyone’s situation is different. That’s why our financial guides are customized and tailored to your specific needs. Our friendly knowledgeable team will put your mind at ease with our WEALTH of experience and expertise.
Insurance Services
You never know what life could throw your way. One day it could be a day full of happiness with loved ones and the next could be a tragic event that sends your world into chaos forever. Unfortunately, these events are out of your control, which is why preparing for them in advance can make the difference between a life of financial ruin and one where you feel financially secure for the long term. This is why we offer a series of comprehensive insurance plans to provide you with that “safety net”, so you can know with confidence you’re always protected – despite any tragic event that might come your way.
Invest Management
Investing your hard-earned money can seem daunting. Where should I invest it? How much should I invest? Could I lose it all? What if I chose the wrong one? These are all common questions and concerns that newcomers to investing often face – but not to worry! WiseInvest™ will put the entire process into bite-size pieces, so you can gain greater clarity and feel at ease with your choices. Rest assured, we’re here to hold your hand every step of the way, with personalized advice that is custom-tailored to your risk profile and your investment goals.
