We are financial advisors, invested in your tomorrow.

Whether it’s growing your wealth, protecting what matters to you most or creating a legacy, our holistic financial planning approach will take the stress out of managing finances so you can enjoy today… and not worry about tomorrow.

We all work hard for our money to support ourselves and our families. 

WealthWise Planning was established to ensure every client has a comprehensive financial plan to accelerate them toward their goals. Our Financial Advisors are known for making investment and insurance concepts simple and understandable so clients can feel confident and empowered about their financial future.

 The WealthWise Process

Our proven four-step process to financial planning will provide the necessary roadmap to accomplish your life-long financial goals:

  • Discovery

    Let’s get to know
    one another.

  • Plan

    Plan today for the
    tomorrow you want.

  • Implement

    It’s time to start achieving
    your financial goals.

  • Maintain

    As life changes, so does
    your financial plan.

Learn More
Financial advisor Jordan McLoughlin standing with his assistant, Nicole, in the WealthWise Planning offce.

WealthWise Planning is invested in your tomorrow. 

We’re a financial advising firm based in London, Ontario offering planning solutions for investments, insurance, mortgages, retirement planning and income protection so clients can achieve their life-long financial goals.

Exceeding client expectations by offering effective financial planning solutions is what we’re known for.

But don’t take our word for it. Here’s what some of our clients have to say:

  • “I’m always impressed by Jordan’s presentation and his knowledge of the financial industry. He works so hard to make sure I understand my investments clearly and stay on top of my goals. He does all of this in the most amiable manner so that even going through long, complicated documents becomes pleasant. I would not use anyone else for my financial security.”

    Crystal
    London, client since 2010

  • “I was initially very nervous and intimidated by the whole financial planning process, but Jordan did an incredible job explaining everything and making me feel comfortable. He made me feel confident that we had put together a great plan and one that I actually understood. Overall, I couldn't be happier with Jordan as my advisor and I trust him immensely!”

    Jocelyn
    Toronto, client since 2019

  • “When our children were born, Jordan put together an amazing package which not only included information about RESPs but also different types of insurance coverage that could help set our kids up for the future, while also protecting us today in the event of something unforeseen happening. He came directly to our home and walked us through all the information.”

    Ruth & Ryan
    London, clients since 2017

  • “Jordan has given us several years of dedicated service with our finances from working with disabilities through to retirement. The comfort of knowing we are safe in retirement is very precious...and until you have been there, it is really hard to put into words what that comfort truly means.”

    Cynthia & Chris
    Mt. Brydges, clients since 2008

  • “WealthWise Planning helped my husband and I build and implement a plan to protect what matters and start saving for our three daughters’ education. Jordan instantly put us both at ease and found a way to ask tough questions in a thoughtful way.”

    Ashley & John
    London, clients since 2012

  • “Jordan has provided years of dedication, knowledge and experience. He ensures he understands my needs, and always achieves the best for me. He always explains everything in detail and provides necessary information and facts that pertain to me. For these reasons I never feel uncomfortable asking questions, as such he has obtained my trust and respect.”

    Jennifer
    London, client since 2018