Why choose WealthWise Planning?

Your financial success is our priority, and building a viable and sound financial plan is how we’ll get you there. Partnering with our Financial Advisors benefits clients over the long term. Here’s how:

Make the most of your money.

On average, households with financial advisors for 15 years or more accumulate almost 4x more compared with non-advised households. 

Graphic states "4 times more assets"

 Source: Centre for Interuniversity Research and Analysis of Organizations (CIRANO), The Gamma Factor and the Value of Financial Advice, 2016.

Increase your net worth.

Advised households saved an average of 10.8 per cent annually compared to non-advised households who saved 6.7 per cent.

Bar chart depicts advised households saved an average of 10.8% annually compared to non-advised households who saved 6.7%.

Source: Centre for Interuniversity Research and Analysis of Organizations (CIRANO), The Gamma Factor and the Value of Financial Advice, 2016

When Canadians work with financial advisors, it can make all the difference, including:

  • 60%

    more retirement savings (1)

  • 32%

    more prepared for a financial crisis (2)

  • 33%

    more able to take care of family if you die earlier in life (2)

  • 30%

    more able to take that vacation (2)

  • 34%

    more able to splurge (2)

1) Impact of Financial Advice on the Canadian Economy (IFIC 2020). 
2) Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.