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North Vancouver
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.
Siroos
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.
North Vancouver
I saw a huge gap with something that should be simple, people and money. I noticed how taboo the topic of money was in everyday discussion and how the mention of the topic made individuals uncomfortable along with having negative feelings towards their financial position. Coming from the hospitality industry, I always loved networking and learning from others creating personal growth.
North Vancouver
True wealth management stems from a genuine understanding of your needs. We partner with individuals to build a clear roadmap to retirement using unique tools in the investment space. Our focus is on enhancing your financial experience by reducing your exposure to risk as much as possible.
North Vancouver
We are a full service wealth management with over 20 locations in Canada. We provide investment advice as well as tax and retirement planning. National bank is one of our strategic partners and we are a member of CIPF (Canadian Investor Protection Fund). Harbourfront Wealth Management is a leading pension style investment firm for retail investors.
I don’t believe in a one-size fits all approach when it comes to Financial planning. My approach is custom tailored to each client to serve their unique needs and best of all; I keep it streamlined and simple. I believe in providing unparalleled care to all my clients with extreme attention to detail that ensures all aspects are defined and covered. I go above and beyond expectations to provide the best service for my clients every step of the way. I see financial planning far beyond just more than business, I believe in taking the time to build true fundamental relationships with all my clients and providing them loyal services. My initial consultations would be complementary to all new inquiries, what is holding you back from achieving financial freedom?
My passion for people, learning and investing has been combined to accelerate my profession. My main goal has always been to transfer my Financial & Tax knowledge to help serve individuals in all areas of life . Becoming a Financial Advisor was more than just meeting with people to talk about numbers and feasible solutions, it was creating long-lasting relationships with my clients.
Providing financial education is the basis of my business process. Helping people learn how to get their money to work for them and how to make the right financial decisions for their future. I believe that personal finance education is a life long learning skill which is what I aim to provide for each of my clients.
I have obtained exclusivity with various top investment firms. I am also contracted with all insurance companies nation-wide. This allows me to not be favourable towards a specific institution or product.
Yes, my services have been modified to adjust for online servicing to individuals that prefer this type of communication whether it be over the phone or a Zoom call.
